+343.2%
RKLB vs MOD
+1,486.5%
-1,143.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.3% | -3.6% | -1.0% |
| 7D | -0.2% | +9.6% | -9.8% | -3.8% |
| 30D | -14.1% | 0.0% | -14.1% | -14.2% |
| 3M | -46.4% | -35.4% | -11.1% | -37.3% |
| 6M | -10.6% | -7.3% | -3.4% | -10.2% |
| YTD | -7.9% | +45.8% | -53.7% | -24.8% |
| 1Y | +49.5% | +43.1% | +6.3% | +21.4% |
| 3Y | +913.6% | +297.7% | +615.9% | +423.2% |
| All | +343.2% | +1,486.5% | -1,143.3% | +27.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling