+81.8%
SPY vs RKLB
+346.7%
-265.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.5% | -3.1% | -0.8% |
| 7D | +0.5% | +5.3% | -4.8% | +0.1% |
| 30D | -0.9% | -20.5% | +19.5% | +1.1% |
| 3M | +3.9% | -42.0% | +45.9% | +8.5% |
| 6M | +14.5% | -6.0% | +20.6% | +12.4% |
| YTD | +12.9% | -5.6% | +18.5% | +10.0% |
| 1Y | +19.4% | +38.0% | -18.6% | +10.5% |
| 3Y | +78.5% | +962.4% | -884.0% | +25.3% |
| 5Y | +81.8% | +336.5% | -254.8% | +25.2% |
| All | +81.8% | +346.7% | -265.0% | +25.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling