+557.5%
RKLB vs MDB
+28.2%
+529.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.5% | -3.6% | -3.3% |
| 7D | +39.3% | +11.6% | +27.8% | +34.5% |
| 30D | -0.2% | -8.9% | +8.7% | +3.5% |
| 3M | -21.1% | -22.4% | +1.3% | -15.2% |
| 6M | -45.5% | +10.1% | -55.6% | -49.3% |
| YTD | -8.2% | -19.0% | +10.9% | -7.5% |
| 1Y | +28.2% | -7.0% | +35.2% | +22.4% |
| 3Y | +1,366.1% | -9.8% | +1,376.0% | +1,163.3% |
| 5Y | +345.9% | -40.1% | +385.9% | +281.2% |
| All | +557.5% | +28.2% | +529.3% | +423.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling