+576.0%
RKLB vs MDLZ
+24.3%
+551.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.6% | +1.9% | +2.5% |
| 7D | +5.3% | 0.0% | +5.3% | +5.3% |
| 30D | -20.5% | -1.6% | -18.9% | -20.5% |
| 3M | -42.0% | +0.9% | -42.9% | -42.1% |
| 6M | -6.0% | +7.3% | -13.4% | -6.9% |
| YTD | -5.6% | +16.4% | -22.0% | -7.6% |
| 1Y | +38.0% | +3.0% | +35.0% | +37.1% |
| 3Y | +962.4% | -3.7% | +966.1% | +947.6% |
| 5Y | +336.5% | +15.6% | +320.9% | +311.5% |
| All | +576.0% | +24.3% | +551.7% | +471.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling