+444.6%
RKLB vs MP
+64.7%
+379.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +4.9% | +10.4% | +13.6% |
| 7D | -3.0% | -10.5% | +7.5% | +1.3% |
| 30D | -26.2% | -23.5% | -2.7% | -18.3% |
| 3M | -29.9% | -25.4% | -4.4% | -22.0% |
| 6M | -37.3% | -51.3% | +14.0% | -19.8% |
| YTD | -23.9% | -29.9% | +6.0% | -13.1% |
| 1Y | +7.0% | -31.8% | +38.8% | +23.4% |
| 3Y | +1,120.0% | +127.0% | +993.0% | +698.6% |
| 5Y | +242.2% | -3.3% | +245.4% | +191.9% |
| All | +444.6% | +64.7% | +379.9% | +369.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 MP 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