+204.4%
RKLB vs SYF
+89.2%
+115.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.6% | -2.6% | -3.1% |
| 7D | 0.0% | -1.3% | +1.3% | +0.9% |
| 30D | -21.2% | -1.1% | -20.1% | -20.7% |
| 3M | -41.7% | +7.4% | -49.1% | -45.3% |
| 6M | -11.8% | +16.2% | -28.0% | -21.7% |
| YTD | -9.6% | -6.1% | -3.5% | -7.6% |
| 1Y | +34.1% | +3.4% | +30.7% | +28.6% |
| 3Y | +917.3% | +162.9% | +754.4% | +420.8% |
| 5Y | +204.4% | +85.6% | +118.8% | +79.9% |
| All | +204.4% | +89.2% | +115.1% | +79.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling