+1,275.2%
RKLB vs MDB
-12.1%
+1,287.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +4.6% | +6.3% | +9.6% |
| 7D | +13.0% | -0.9% | +14.0% | +13.7% |
| 30D | -13.7% | -15.2% | +1.5% | -9.4% |
| 3M | -28.9% | -17.9% | -11.0% | -25.9% |
| 6M | -44.2% | +9.3% | -53.5% | -47.0% |
| YTD | -15.6% | -22.0% | +6.4% | -13.8% |
| 1Y | +14.0% | -9.3% | +23.3% | +11.4% |
| 3Y | +1,275.2% | -10.4% | +1,285.6% | +1,124.1% |
| All | +1,275.2% | -12.1% | +1,287.3% | +1,124.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 MDB 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