+535.9%
RKLB vs MMM
+35.7%
+500.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.8% | -1.2% |
| 7D | -2.9% | -3.2% | +0.3% | -1.0% |
| 30D | -22.6% | -10.7% | -11.9% | -17.4% |
| 3M | -41.0% | +4.3% | -45.3% | -42.8% |
| 6M | -10.1% | +5.9% | -16.0% | -13.3% |
| YTD | -11.2% | +3.2% | -14.3% | -13.6% |
| 1Y | +34.2% | +8.0% | +26.2% | +26.6% |
| 3Y | +899.4% | +99.1% | +800.3% | +573.0% |
| 5Y | +231.5% | +25.7% | +205.8% | +140.3% |
| All | +535.9% | +35.7% | +500.2% | +352.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MMM.
Daily Out/Under-Performance
Portfolio return minus MMM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MMM 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded MMM 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling