+17.5%
SPY vs RKLB
+30.4%
-12.9%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | -0.5% |
| 7D | -2.0% | -2.9% | +0.9% | -1.8% |
| 30D | -1.7% | -22.6% | +20.9% | 0.0% |
| 3M | +4.7% | -41.0% | +45.8% | +7.8% |
| 6M | +12.5% | -10.1% | +22.6% | +11.2% |
| YTD | +11.7% | -11.2% | +22.9% | +10.0% |
| 1Y | +17.5% | +34.2% | -16.7% | +13.4% |
| All | +17.5% | +30.4% | -12.9% | +13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RKLB.
Daily Out/Under-Performance
Portfolio return minus RKLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKLB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded RKLB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling