+1,148.3%
MU vs RKLB
+531.1%
+617.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.0% | +1.4% | -1.6% |
| 7D | +12.8% | +15.9% | -3.1% | +8.8% |
| 30D | -14.9% | +4.0% | -18.8% | -15.6% |
| 3M | -18.0% | -23.2% | +5.1% | -13.1% |
| 6M | -3.1% | -50.4% | +47.3% | +11.4% |
| YTD | +172.9% | -11.8% | +184.7% | +171.5% |
| 1Y | +228.8% | +36.0% | +192.9% | +198.2% |
| 3Y | +950.8% | +1,321.0% | -370.2% | +461.3% |
| 5Y | +931.3% | +328.2% | +603.1% | +492.3% |
| All | +1,148.3% | +531.1% | +617.2% | +590.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling