-7.4%
RKLB vs MDLZ
+22.7%
-30.1%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.5% | -7.3% | -1.4% |
| 7D | -10.6% | +8.9% | -19.5% | -5.1% |
| 30D | -28.3% | +15.2% | -43.5% | -21.4% |
| 3M | -29.7% | +9.5% | -39.2% | -24.7% |
| 6M | -34.8% | +11.7% | -46.5% | -28.8% |
| YTD | -24.9% | +28.4% | -53.4% | -17.8% |
| 1Y | -7.4% | +24.4% | -31.8% | +2.5% |
| All | -7.4% | +22.7% | -30.1% | +2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLZ.
Daily Out/Under-Performance
Portfolio return minus MDLZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLZ 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 1y: compounded portfolio wealth divided by compounded MDLZ 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…
1y analysis · Full analysis span regression · 6 months rolling