+16.7%
RKLB vs MDLN
-7.1%
+23.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.6% |
| 7D | -2.0% | -11.1% | +9.1% | -1.7% |
| 30D | -22.4% | -8.4% | -14.1% | -22.3% |
| 3M | -45.2% | -12.4% | -32.8% | -45.0% |
| 6M | -12.5% | -23.3% | +10.7% | -10.5% |
| YTD | -9.8% | -22.5% | +12.8% | -8.2% |
| All | +16.7% | -7.1% | +23.7% | +17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLN.
Daily Out/Under-Performance
Portfolio return minus MDLN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLN 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 MDLN 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