+576.0%
RKLB vs SYY
+27.7%
+548.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.3% | +2.8% | +2.6% |
| 7D | +5.3% | -2.8% | +8.1% | +6.7% |
| 30D | -20.5% | -5.3% | -15.2% | -18.5% |
| 3M | -42.0% | +5.1% | -47.1% | -43.7% |
| 6M | -6.0% | -5.0% | -1.1% | -4.7% |
| YTD | -5.6% | +10.7% | -16.3% | -11.2% |
| 1Y | +38.0% | +0.7% | +37.3% | +35.2% |
| 3Y | +962.4% | +24.0% | +938.4% | +802.9% |
| 5Y | +336.5% | +19.3% | +317.2% | +297.7% |
| All | +576.0% | +27.7% | +548.3% | +523.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling