+255.2%
RKLB vs SUI
-26.3%
+281.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -1.5% | +16.9% | +16.1% |
| 7D | -3.0% | +6.2% | -9.2% | -6.5% |
| 30D | -26.2% | +8.6% | -34.8% | -30.5% |
| 3M | -29.9% | +1.0% | -30.9% | -31.3% |
| 6M | -37.3% | -2.6% | -34.7% | -38.2% |
| YTD | -23.9% | -0.1% | -23.8% | -26.0% |
| 1Y | +7.0% | +0.5% | +6.5% | +3.5% |
| 3Y | +1,120.0% | +15.3% | +1,104.7% | +913.2% |
| All | +255.2% | -26.3% | +281.5% | +307.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling