+504.1%
RKLB vs MLM
+104.1%
+400.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +2.5% | +8.4% | +9.3% |
| 7D | +13.0% | -3.8% | +16.9% | +16.1% |
| 30D | -13.7% | +11.0% | -24.7% | -20.0% |
| 3M | -28.9% | -3.1% | -25.9% | -28.0% |
| 6M | -44.2% | -9.8% | -34.4% | -42.0% |
| YTD | -15.6% | -14.4% | -1.3% | -9.6% |
| 1Y | +14.0% | -12.6% | +26.5% | +20.6% |
| 3Y | +1,275.2% | +19.7% | +1,255.5% | +1,041.9% |
| 5Y | +296.6% | +29.8% | +266.9% | +189.4% |
| All | +504.1% | +104.1% | +400.0% | +326.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 MLM 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