+330.6%
RKLB vs MP
-13.0%
+343.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +3.5% | -7.5% | -5.5% |
| 7D | +15.9% | +9.5% | +6.5% | +11.4% |
| 30D | +4.0% | -3.0% | +6.9% | +5.7% |
| 3M | -23.2% | -30.4% | +7.2% | -10.4% |
| 6M | -50.4% | -39.2% | -11.3% | -39.6% |
| YTD | -11.8% | -23.3% | +11.5% | -1.4% |
| 1Y | +36.0% | -32.6% | +68.6% | +59.9% |
| 3Y | +1,321.0% | +159.3% | +1,161.8% | +617.5% |
| All | +330.6% | -13.0% | +343.6% | +248.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling