+1,379.7%
RKLB vs SUI
+17.1%
+1,362.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -3.0% |
| 7D | +39.3% | -3.8% | +43.1% | +40.1% |
| 30D | -0.2% | +3.9% | -4.2% | -1.9% |
| 3M | -21.1% | +0.2% | -21.3% | -21.7% |
| 6M | -45.5% | -4.2% | -41.3% | -45.6% |
| YTD | -8.2% | -2.5% | -5.6% | -8.6% |
| 1Y | +28.2% | -4.0% | +32.2% | +28.3% |
| All | +1,379.7% | +17.1% | +1,362.6% | +1,371.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling