+372.0%
RKLB vs MLM
+102.9%
+269.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.2% | -5.2% | -7.0% | -8.8% |
| 7D | -22.2% | -1.2% | -21.0% | -21.5% |
| 30D | -38.7% | +7.9% | -46.7% | -42.1% |
| 3M | -38.5% | -4.5% | -34.1% | -37.0% |
| 6M | -41.6% | -12.6% | -29.0% | -37.9% |
| YTD | -34.1% | -14.9% | -19.2% | -29.1% |
| 1Y | -18.5% | -13.1% | -5.4% | -13.3% |
| 3Y | +897.6% | +21.2% | +876.4% | +721.0% |
| 5Y | +196.5% | +32.0% | +164.5% | +116.6% |
| All | +372.0% | +102.9% | +269.1% | +234.8% |
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