+578.9%
RKLB vs MLM
+101.5%
+477.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.8% | +6.3% | +6.0% |
| 7D | +26.3% | -5.8% | +32.1% | +31.7% |
| 30D | +0.7% | +9.8% | -9.2% | -6.1% |
| 3M | -17.3% | -5.2% | -12.1% | -15.0% |
| 6M | -43.6% | -10.3% | -33.3% | -41.3% |
| YTD | -5.2% | -15.5% | +10.3% | +2.4% |
| 1Y | +29.1% | -15.0% | +44.1% | +39.3% |
| 3Y | +1,413.7% | +17.5% | +1,396.3% | +1,172.6% |
| 5Y | +364.9% | +30.5% | +334.3% | +241.0% |
| All | +578.9% | +101.5% | +477.4% | +383.3% |
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