+444.6%
RKLB vs MLM
+99.2%
+345.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -1.8% | +17.2% | +16.6% |
| 7D | -3.0% | -4.1% | +1.1% | -0.4% |
| 30D | -26.2% | +8.2% | -34.4% | -30.6% |
| 3M | -29.9% | -3.6% | -26.3% | -28.7% |
| 6M | -37.3% | -15.6% | -21.7% | -31.9% |
| YTD | -23.9% | -16.4% | -7.5% | -17.3% |
| 1Y | +7.0% | -14.3% | +21.3% | +14.5% |
| 3Y | +1,120.0% | +19.3% | +1,100.7% | +912.4% |
| 5Y | +242.2% | +29.6% | +212.6% | +152.5% |
| All | +444.6% | +99.2% | +345.5% | +290.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling