+547.3%
RKLB vs SU
+391.6%
+155.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.7% | -5.9% | -4.7% |
| 7D | 0.0% | +1.6% | -1.6% | -0.5% |
| 30D | -21.2% | +10.7% | -31.9% | -23.6% |
| 3M | -41.7% | +13.5% | -55.2% | -44.3% |
| 6M | -11.8% | +21.8% | -33.6% | -18.4% |
| YTD | -9.6% | +58.8% | -68.4% | -23.3% |
| 1Y | +34.1% | +72.0% | -37.9% | +10.5% |
| 3Y | +917.3% | +121.7% | +795.5% | +664.9% |
| 5Y | +204.4% | +350.4% | -146.0% | +105.1% |
| All | +547.3% | +391.6% | +155.7% | +336.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling