+364.9%
RKLB vs MLM
+30.7%
+334.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.8% | +6.3% | +6.1% |
| 7D | +26.3% | -5.8% | +32.1% | +32.6% |
| 30D | +0.7% | +9.8% | -9.2% | -7.3% |
| 3M | -17.3% | -5.2% | -12.1% | -14.6% |
| 6M | -43.6% | -10.3% | -33.3% | -41.0% |
| YTD | -5.2% | -15.5% | +10.3% | +3.3% |
| 1Y | +29.1% | -15.0% | +44.1% | +40.5% |
| 3Y | +1,413.7% | +17.5% | +1,396.3% | +1,080.5% |
| 5Y | +364.9% | +30.5% | +334.3% | +217.9% |
| All | +364.9% | +30.7% | +334.2% | +217.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling