+308.8%
RKLB vs MDY
+46.3%
+262.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +0.1% |
| 7D | -2.0% | -1.9% | -0.2% | +1.5% |
| 30D | -22.4% | -4.6% | -17.8% | -15.1% |
| 3M | -45.2% | -1.2% | -43.9% | -43.5% |
| 6M | -12.5% | +9.2% | -21.7% | -22.9% |
| YTD | -9.8% | +13.1% | -22.8% | -25.0% |
| 1Y | +30.0% | +13.0% | +17.0% | +10.0% |
| 3Y | +942.2% | +49.2% | +893.0% | +488.1% |
| All | +308.8% | +46.3% | +262.5% | +150.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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