+601.5%
RKLB vs MUU
+2,639.0%
-2,037.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.0% | +5.5% | +3.2% |
| 7D | +5.3% | +13.9% | -8.6% | +1.9% |
| 30D | -20.5% | +24.8% | -45.3% | -25.3% |
| 3M | -42.0% | -15.7% | -26.3% | -45.2% |
| 6M | -6.0% | +338.9% | -344.9% | -47.0% |
| YTD | -5.6% | +563.2% | -568.7% | -54.5% |
| 1Y | +38.0% | +2,577.5% | -2,539.5% | -55.9% |
| All | +601.5% | +2,639.0% | -2,037.5% | +84.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling