+504.1%
RKLB vs MOD
+795.8%
-291.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +9.9% | +1.0% | +7.1% |
| 7D | +13.0% | -13.9% | +27.0% | +19.0% |
| 30D | -13.7% | -41.5% | +27.8% | +5.4% |
| 3M | -28.9% | -45.7% | +16.8% | -11.3% |
| 6M | -44.2% | -61.1% | +16.9% | -22.4% |
| YTD | -15.6% | -20.5% | +4.9% | -13.3% |
| 1Y | +14.0% | -32.1% | +46.1% | +23.7% |
| 3Y | +1,275.2% | +146.5% | +1,128.8% | +793.6% |
| 5Y | +296.6% | +812.7% | -516.1% | +63.1% |
| All | +504.1% | +795.8% | -291.7% | +151.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MOD.
Daily Out/Under-Performance
Portfolio return minus MOD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOD 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 MOD 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