+546.0%
RKLB vs SU
+390.2%
+155.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.6% |
| 7D | -2.0% | +2.2% | -4.3% | -2.7% |
| 30D | -22.4% | +8.4% | -30.9% | -24.3% |
| 3M | -45.2% | +12.1% | -57.2% | -47.4% |
| 6M | -12.5% | +19.7% | -32.2% | -18.7% |
| YTD | -9.8% | +58.4% | -68.2% | -23.4% |
| 1Y | +30.0% | +67.2% | -37.3% | +8.1% |
| 3Y | +942.2% | +125.0% | +817.2% | +680.1% |
| 5Y | +236.8% | +355.1% | -118.2% | +126.6% |
| All | +546.0% | +390.2% | +155.8% | +335.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 10y: compounded portfolio wealth divided by compounded SU 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…
10y analysis · Full analysis span regression · 6 months rolling