+543.6%
RKLB vs SUI
+3.0%
+540.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.9% | +7.4% | +6.9% |
| 7D | +15.2% | +3.4% | +11.8% | +13.1% |
| 30D | -8.1% | +4.6% | -12.7% | -11.0% |
| 3M | -21.7% | +1.6% | -23.2% | -23.3% |
| 6M | -40.5% | -3.5% | -37.1% | -41.0% |
| YTD | -10.1% | -1.0% | -9.1% | -11.7% |
| 1Y | +20.8% | -1.7% | +22.6% | +18.9% |
| 3Y | +1,335.0% | +18.4% | +1,316.7% | +1,121.2% |
| 5Y | +329.8% | -26.3% | +356.2% | +344.2% |
| All | +543.6% | +3.0% | +540.6% | +550.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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