+49.5%
RKLB vs MDT
+5.4%
+44.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.4% | +0.9% |
| 7D | -0.2% | +3.2% | -3.4% | +0.5% |
| 30D | -14.1% | +9.5% | -23.6% | -12.5% |
| 3M | -46.4% | +16.0% | -62.4% | -44.9% |
| 6M | -10.6% | +0.2% | -10.8% | +1.7% |
| YTD | -7.9% | -0.3% | -7.6% | +4.2% |
| 1Y | +49.5% | +4.7% | +44.8% | +66.6% |
| All | +49.5% | +5.4% | +44.1% | +66.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDT.
Daily Out/Under-Performance
Portfolio return minus MDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDT 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 MDT 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