+1,063.0%
MU vs RKLB
+543.2%
+519.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +6.5% | -7.6% | -2.7% |
| 7D | -15.2% | +15.2% | -30.4% | -17.9% |
| 30D | -29.5% | -8.1% | -21.5% | -28.2% |
| 3M | -15.8% | -21.7% | +5.9% | -11.2% |
| 6M | -2.9% | -40.5% | +37.7% | +7.2% |
| YTD | +154.2% | -10.1% | +164.4% | +151.5% |
| 1Y | +186.6% | +20.8% | +165.8% | +165.3% |
| 3Y | +871.5% | +1,335.0% | -463.5% | +416.9% |
| 5Y | +911.7% | +329.8% | +581.9% | +478.4% |
| All | +1,063.0% | +543.2% | +519.8% | +539.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling