+1,371.2%
MU vs RKLB
+921.6%
+449.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.7% | +5.4% | +5.9% |
| 7D | +9.0% | -0.2% | +9.2% | +9.0% |
| 30D | +13.8% | -14.1% | +27.9% | +18.1% |
| 3M | +2.1% | -46.4% | +48.5% | +18.1% |
| 6M | +153.8% | -10.6% | +164.4% | +153.5% |
| YTD | +256.4% | -7.9% | +264.3% | +250.8% |
| 1Y | +719.8% | +49.5% | +670.3% | +618.0% |
| All | +1,371.2% | +921.6% | +449.6% | +729.1% |
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 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