+16.9%
RKLB vs MDLN
-2.7%
+19.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.8% | -2.4% | -4.2% |
| 7D | 0.0% | -6.2% | +6.2% | +0.1% |
| 30D | -21.2% | +0.7% | -21.9% | -21.3% |
| 3M | -41.7% | -5.4% | -36.3% | -41.7% |
| 6M | -11.8% | -21.6% | +9.8% | -9.2% |
| YTD | -9.6% | -18.9% | +9.3% | -8.2% |
| All | +16.9% | -2.7% | +19.6% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling