+49.5%
RKLB vs SYY
+1.0%
+48.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +2.0% | +1.0% |
| 7D | -0.2% | -2.3% | +2.1% | +0.4% |
| 30D | -14.1% | -4.9% | -9.2% | -12.9% |
| 3M | -46.4% | +8.4% | -54.8% | -48.3% |
| 6M | -10.6% | -7.4% | -3.3% | -9.6% |
| YTD | -7.9% | +11.0% | -18.9% | -8.8% |
| 1Y | +49.5% | -0.2% | +49.7% | +41.0% |
| All | +49.5% | +1.0% | +48.5% | +41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 1y: compounded portfolio wealth divided by compounded SYY 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…
1y analysis · Full analysis span regression · 6 months rolling