+308.8%
RKLB vs SYY
+23.4%
+285.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.5% | +1.1% |
| 7D | -2.0% | +3.9% | -6.0% | -3.9% |
| 30D | -22.4% | -1.7% | -20.7% | -21.9% |
| 3M | -45.2% | +5.2% | -50.3% | -46.8% |
| 6M | -12.5% | -0.2% | -12.3% | -13.4% |
| YTD | -9.8% | +15.4% | -25.1% | -17.2% |
| 1Y | +30.0% | +5.6% | +24.4% | +24.1% |
| 3Y | +942.2% | +28.9% | +913.3% | +750.0% |
| All | +308.8% | +23.4% | +285.4% | +282.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling