+343.2%
RKLB vs MP
+58.1%
+285.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.7% | +0.1% |
| 7D | -0.2% | -2.9% | +2.6% | +0.9% |
| 30D | -14.1% | +13.8% | -27.9% | -18.9% |
| 3M | -46.4% | -16.7% | -29.7% | -42.4% |
| 6M | -10.6% | -11.5% | +0.9% | -7.9% |
| YTD | -7.9% | +7.9% | -15.8% | -10.9% |
| 1Y | +49.5% | -15.0% | +64.5% | +53.0% |
| 3Y | +913.6% | +153.5% | +760.1% | +464.4% |
| All | +343.2% | +58.1% | +285.1% | +216.5% |
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