+543.6%
RKLB vs MMM
+57.8%
+485.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.4% | +6.1% | +6.3% |
| 7D | +15.2% | +7.0% | +8.3% | +10.7% |
| 30D | -8.1% | +18.4% | -26.4% | -16.9% |
| 3M | -21.7% | +4.5% | -26.1% | -24.0% |
| 6M | -40.5% | +33.4% | -74.0% | -50.2% |
| YTD | -10.1% | +20.0% | -30.1% | -20.3% |
| 1Y | +20.8% | +15.0% | +5.8% | +9.8% |
| 3Y | +1,335.0% | +165.0% | +1,170.0% | +714.7% |
| 5Y | +329.8% | +47.9% | +281.9% | +184.2% |
| All | +543.6% | +57.8% | +485.8% | +317.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling