+79.0%
SPY vs RKLB
+1,410.3%
-1,331.3%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +5.5% | -4.2% | +0.9% |
| 7D | -0.9% | +26.3% | -27.2% | -2.9% |
| 30D | -2.4% | +0.7% | -3.0% | -2.8% |
| 3M | -1.2% | -17.3% | +16.2% | -0.2% |
| 6M | +3.3% | -43.6% | +46.9% | +6.5% |
| YTD | +12.3% | -5.2% | +17.5% | +9.4% |
| 1Y | +12.4% | +29.1% | -16.7% | +6.2% |
| All | +79.0% | +1,410.3% | -1,331.3% | +37.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling