+343.2%
RKLB vs MLM
+41.9%
+301.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.4% | -0.2% |
| 7D | -0.2% | -2.9% | +2.7% | +2.0% |
| 30D | -14.1% | -6.8% | -7.3% | -9.6% |
| 3M | -46.4% | -11.2% | -35.2% | -43.3% |
| 6M | -10.6% | -21.8% | +11.2% | +5.7% |
| YTD | -7.9% | -17.0% | +9.1% | +2.2% |
| 1Y | +49.5% | -16.4% | +65.8% | +65.2% |
| 3Y | +913.6% | +14.5% | +899.1% | +727.1% |
| All | +343.2% | +41.9% | +301.2% | +203.9% |
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