+308.8%
RKLB vs MDLZ
+17.7%
+291.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | -2.0% | +1.9% | -3.9% | -2.0% |
| 30D | -22.4% | +0.4% | -22.9% | -22.4% |
| 3M | -45.2% | -0.6% | -44.5% | -45.0% |
| 6M | -12.5% | +14.7% | -27.2% | -13.7% |
| YTD | -9.8% | +18.0% | -27.7% | -11.7% |
| 1Y | +30.0% | +4.1% | +25.9% | +29.3% |
| 3Y | +942.2% | -4.6% | +946.8% | +937.2% |
| All | +308.8% | +17.7% | +291.1% | +304.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling