+559.5%
RKLB vs SUI
+2.2%
+557.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.9% |
| 7D | -0.2% | -2.8% | +2.6% | +1.2% |
| 30D | -14.1% | -1.2% | -12.9% | -13.8% |
| 3M | -46.4% | -1.7% | -44.7% | -46.8% |
| 6M | -10.6% | -10.5% | -0.2% | -6.4% |
| YTD | -7.9% | -1.8% | -6.0% | -8.2% |
| 1Y | +49.5% | -4.1% | +53.6% | +50.3% |
| 3Y | +913.6% | +11.3% | +902.3% | +800.3% |
| 5Y | +375.3% | -32.1% | +407.4% | +395.0% |
| All | +559.5% | +2.2% | +557.3% | +576.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling