+942.2%
RKLB vs SU
+120.0%
+822.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -24.4% |
| 3M | -45.2% | +12.1% | -57.2% | -47.4% |
| 6M | -12.5% | +19.7% | -32.2% | -19.8% |
| YTD | -9.8% | +58.4% | -68.2% | -26.5% |
| 1Y | +30.0% | +67.2% | -37.3% | +3.3% |
| 3Y | +942.2% | +125.0% | +817.2% | +623.7% |
| All | +942.2% | +120.0% | +822.3% | +623.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling