+1,319.3%
MU vs RKLB
+346.7%
+972.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.5% | -4.1% | -2.2% |
| 7D | +7.2% | +5.3% | +1.8% | +5.8% |
| 30D | +14.0% | -20.5% | +34.5% | +20.4% |
| 3M | +5.4% | -42.0% | +47.4% | +18.8% |
| 6M | +170.3% | -6.0% | +176.3% | +167.1% |
| YTD | +250.7% | -5.6% | +256.2% | +243.3% |
| 1Y | +662.1% | +38.0% | +624.1% | +578.4% |
| 3Y | +1,341.2% | +962.4% | +378.8% | +677.8% |
| 5Y | +1,319.3% | +336.5% | +982.8% | +652.9% |
| All | +1,319.3% | +346.7% | +972.6% | +652.9% |
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