+444.6%
RKLB vs MOD
+715.3%
-270.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +5.7% | +9.7% | +13.2% |
| 7D | -3.0% | -25.5% | +22.5% | +7.9% |
| 30D | -26.2% | -49.0% | +22.8% | -5.1% |
| 3M | -29.9% | -49.8% | +20.0% | -9.9% |
| 6M | -37.3% | -64.8% | +27.5% | -9.4% |
| YTD | -23.9% | -27.6% | +3.7% | -19.0% |
| 1Y | +7.0% | -35.2% | +42.2% | +18.1% |
| 3Y | +1,120.0% | +137.1% | +982.9% | +706.7% |
| 5Y | +242.2% | +760.3% | -518.1% | +44.9% |
| All | +444.6% | +715.3% | -270.6% | +134.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling