+1,321.0%
RKLB vs SYF
+159.4%
+1,161.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.8% | -4.8% | -4.6% |
| 7D | +15.9% | -2.0% | +18.0% | +17.5% |
| 30D | +4.0% | +1.2% | +2.8% | +2.5% |
| 3M | -23.2% | -9.4% | -13.8% | -17.9% |
| 6M | -50.4% | +4.4% | -54.9% | -53.2% |
| YTD | -11.8% | -11.9% | +0.1% | -6.0% |
| 1Y | +36.0% | -0.4% | +36.4% | +31.8% |
| 3Y | +1,321.0% | +159.6% | +1,161.5% | +598.5% |
| All | +1,321.0% | +159.4% | +1,161.6% | +598.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SYF.
Daily Out/Under-Performance
Portfolio return minus SYF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYF 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 SYF 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