+847.8%
MU vs RKLB
+236.1%
+611.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +15.4% | -10.3% | +1.0% |
| 7D | -22.0% | -3.0% | -19.0% | -21.1% |
| 30D | -36.6% | -26.2% | -10.4% | -31.2% |
| 3M | -21.7% | -29.9% | +8.2% | -14.4% |
| 6M | +3.5% | -37.3% | +40.9% | +14.1% |
| YTD | +141.9% | -23.9% | +165.9% | +149.3% |
| 1Y | +189.8% | +7.0% | +182.9% | +173.9% |
| 3Y | +855.4% | +1,120.0% | -264.6% | +361.3% |
| All | +847.8% | +236.1% | +611.8% | +407.4% |
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