+925.8%
RKLB vs MDLZ
-2.8%
+928.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -1.8% | -1.7% |
| 7D | -2.9% | +1.7% | -4.6% | -2.4% |
| 30D | -22.6% | +1.1% | -23.7% | -22.2% |
| 3M | -41.0% | -1.8% | -39.2% | -40.4% |
| 6M | -10.1% | +12.3% | -22.4% | -7.8% |
| YTD | -11.2% | +18.0% | -29.2% | -8.3% |
| 1Y | +34.2% | +3.8% | +30.4% | +36.2% |
| All | +925.8% | -2.8% | +928.7% | +829.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling