+364.9%
RKLB vs MOD
+818.0%
-453.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +3.5% | +2.0% | +4.1% |
| 7D | +26.3% | +8.2% | +18.1% | +22.9% |
| 30D | +0.7% | -38.2% | +38.8% | +21.4% |
| 3M | -17.3% | -46.2% | +28.9% | +4.6% |
| 6M | -43.6% | -62.5% | +18.9% | -19.3% |
| YTD | -5.2% | -20.1% | +14.9% | -3.2% |
| 1Y | +29.1% | -29.7% | +58.8% | +38.1% |
| 3Y | +1,413.7% | +136.2% | +1,277.5% | +833.8% |
| 5Y | +364.9% | +820.4% | -455.5% | +52.2% |
| All | +364.9% | +818.0% | -453.1% | +52.2% |
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