+345.9%
RKLB vs SUI
-27.8%
+373.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -2.8% |
| 7D | +39.3% | -3.8% | +43.1% | +41.8% |
| 30D | -0.2% | +3.9% | -4.2% | -3.8% |
| 3M | -21.1% | +0.2% | -21.3% | -22.6% |
| 6M | -45.5% | -4.2% | -41.3% | -45.9% |
| YTD | -8.2% | -2.5% | -5.6% | -9.6% |
| 1Y | +28.2% | -4.0% | +32.2% | +27.3% |
| 3Y | +1,366.1% | +16.5% | +1,349.6% | +1,096.7% |
| 5Y | +345.9% | -27.2% | +373.1% | +417.8% |
| All | +345.9% | -27.8% | +373.7% | +417.8% |
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