+76.5%
SPY vs RKLB
+907.5%
-831.0%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.3% | +3.8% | -0.1% |
| 7D | -0.4% | 0.0% | -0.3% | -0.4% |
| 30D | -1.4% | -21.2% | +19.8% | +0.4% |
| 3M | +3.7% | -41.7% | +45.4% | +7.5% |
| 6M | +13.0% | -11.8% | +24.8% | +11.8% |
| YTD | +12.4% | -9.6% | +22.0% | +10.4% |
| 1Y | +18.5% | +34.1% | -15.6% | +11.4% |
| All | +76.5% | +907.5% | -831.0% | +36.6% |
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