+570.4%
RKLB vs MUU
+2,491.4%
-1,921.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.1% | +2.7% | +1.9% |
| 7D | -2.0% | -8.2% | +6.2% | -0.2% |
| 30D | -22.4% | +10.2% | -32.6% | -25.1% |
| 3M | -45.2% | -26.5% | -18.6% | -46.3% |
| 6M | -12.5% | +227.2% | -239.7% | -46.8% |
| YTD | -9.8% | +527.4% | -537.2% | -56.0% |
| 1Y | +30.0% | +1,843.7% | -1,813.7% | -54.8% |
| All | +570.4% | +2,491.4% | -1,921.0% | +78.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling