+531.5%
RKLB vs MLM
+97.4%
+434.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.7% | -3.2% | -3.5% |
| 7D | +15.9% | -0.9% | +16.8% | +16.7% |
| 30D | +4.0% | +9.0% | -5.1% | -2.6% |
| 3M | -23.2% | -5.6% | -17.6% | -20.8% |
| 6M | -50.4% | -10.7% | -39.8% | -48.2% |
| YTD | -11.8% | -17.2% | +5.4% | -3.5% |
| 1Y | +36.0% | -14.2% | +50.2% | +45.3% |
| 3Y | +1,321.0% | +15.6% | +1,305.4% | +1,107.2% |
| 5Y | +328.2% | +26.2% | +301.9% | +219.0% |
| All | +531.5% | +97.4% | +434.1% | +355.7% |
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