+129.3%
SPY vs RKLB
+559.1%
-429.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.4% |
| 7D | +0.1% | -0.2% | +0.3% | +0.1% |
| 30D | +0.1% | -14.1% | +14.2% | +1.3% |
| 3M | +2.0% | -46.4% | +48.4% | +7.1% |
| 6M | +13.0% | -10.6% | +23.7% | +11.5% |
| YTD | +13.5% | -7.9% | +21.4% | +11.1% |
| 1Y | +20.0% | +49.5% | -29.5% | +10.6% |
| 3Y | +77.2% | +913.6% | -836.4% | +27.7% |
| 5Y | +81.9% | +375.3% | -293.4% | +29.3% |
| All | +129.3% | +559.1% | -429.7% | +61.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling