+535.9%
RKLB vs MDT
-3.0%
+538.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.6% |
| 7D | -2.9% | -1.6% | -1.3% | -2.2% |
| 30D | -22.6% | +1.0% | -23.6% | -23.1% |
| 3M | -41.0% | +15.2% | -56.2% | -45.9% |
| 6M | -10.1% | +3.7% | -13.8% | -12.3% |
| YTD | -11.2% | -3.0% | -8.2% | -10.1% |
| 1Y | +34.2% | +2.5% | +31.7% | +30.9% |
| 3Y | +899.4% | +26.5% | +872.9% | +739.8% |
| 5Y | +231.5% | -18.3% | +249.8% | +222.7% |
| All | +535.9% | -3.0% | +538.9% | +484.1% |
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