+231.5%
RKLB vs MNDY
-77.7%
+309.2%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +5.0% | -6.8% | -3.3% |
| 7D | -2.9% | -12.5% | +9.6% | +0.9% |
| 30D | -22.6% | -2.6% | -19.9% | -22.9% |
| 3M | -41.0% | +4.2% | -45.3% | -43.4% |
| 6M | -10.1% | +9.8% | -19.9% | -17.8% |
| YTD | -11.2% | -42.3% | +31.1% | -0.1% |
| 1Y | +34.2% | -54.5% | +88.7% | +63.7% |
| 3Y | +899.4% | -50.3% | +949.6% | +1,018.7% |
| 5Y | +231.5% | -77.1% | +308.6% | +268.8% |
| All | +231.5% | -77.7% | +309.2% | +268.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 5y: compounded portfolio wealth divided by compounded MNDY 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…
5y analysis · Full analysis span regression · 6 months rolling