+578.9%
RKLB vs MMM
+57.4%
+521.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.3% | +5.7% | +5.6% |
| 7D | +26.3% | -2.6% | +28.9% | +28.4% |
| 30D | +0.7% | +17.4% | -16.7% | -8.5% |
| 3M | -17.3% | +3.6% | -20.9% | -19.4% |
| 6M | -43.6% | +33.0% | -76.7% | -52.8% |
| YTD | -5.2% | +19.6% | -24.8% | -15.8% |
| 1Y | +29.1% | +14.0% | +15.0% | +17.9% |
| 3Y | +1,413.7% | +164.3% | +1,249.4% | +760.5% |
| 5Y | +364.9% | +49.3% | +315.5% | +208.7% |
| All | +578.9% | +57.4% | +521.5% | +340.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling