+576.0%
RKLB vs MDY
+82.5%
+493.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.7% | +3.2% | +3.7% |
| 7D | +5.3% | +1.0% | +4.3% | +3.4% |
| 30D | -20.5% | -3.1% | -17.3% | -15.8% |
| 3M | -42.0% | +1.8% | -43.9% | -43.4% |
| 6M | -6.0% | +10.8% | -16.8% | -18.5% |
| YTD | -5.6% | +14.4% | -20.0% | -22.1% |
| 1Y | +38.0% | +15.2% | +22.8% | +14.7% |
| 3Y | +962.4% | +51.2% | +911.2% | +519.2% |
| 5Y | +336.5% | +47.2% | +289.3% | +172.2% |
| All | +576.0% | +82.5% | +493.5% | +287.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling