+531.5%
RKLB vs MDT
+9.8%
+521.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.9% | -5.8% | -4.7% |
| 7D | +15.9% | +1.0% | +14.9% | +15.4% |
| 30D | +4.0% | +9.2% | -5.2% | -0.6% |
| 3M | -23.2% | +14.5% | -37.7% | -28.5% |
| 6M | -50.4% | +37.3% | -87.7% | -58.8% |
| YTD | -11.8% | +9.8% | -21.6% | -16.3% |
| 1Y | +36.0% | +10.5% | +25.4% | +28.5% |
| 3Y | +1,321.0% | +57.4% | +1,263.6% | +952.4% |
| 5Y | +328.2% | +1.2% | +327.0% | +285.3% |
| All | +531.5% | +9.8% | +521.7% | +443.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling