+36.0%
RKLB vs MUU
+341.8%
-305.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -5.2% | +1.3% | -2.6% |
| 7D | +15.9% | +24.7% | -8.7% | +9.2% |
| 30D | +4.0% | -35.1% | +39.1% | +12.7% |
| 3M | -23.2% | -44.3% | +21.1% | -15.2% |
| 6M | -50.4% | -44.4% | -6.0% | -53.4% |
| YTD | -11.8% | +244.9% | -256.7% | -56.3% |
| 1Y | +36.0% | +365.6% | -329.6% | -40.8% |
| All | +36.0% | +341.8% | -305.8% | -40.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MUU.
Daily Out/Under-Performance
Portfolio return minus MUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUU 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 1y: compounded portfolio wealth divided by compounded MUU 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…
1y analysis · Full analysis span regression · 6 months rolling