+1,548.1%
MU vs RKLB
+546.9%
+1,001.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -4.3% | +7.0% | +3.7% |
| 7D | +7.5% | 0.0% | +7.5% | +7.4% |
| 30D | +19.4% | -21.2% | +40.6% | +26.0% |
| 3M | +9.8% | -41.7% | +51.6% | +23.1% |
| 6M | +164.1% | -11.8% | +175.9% | +164.9% |
| YTD | +260.3% | -9.6% | +269.9% | +256.8% |
| 1Y | +661.2% | +34.1% | +627.1% | +586.6% |
| 3Y | +1,380.8% | +917.3% | +463.6% | +735.8% |
| 5Y | +1,346.4% | +204.4% | +1,142.0% | +746.6% |
| All | +1,548.1% | +546.9% | +1,001.3% | +807.2% |
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 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