+546.0%
RKLB vs MRNA
+46.3%
+499.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.4% | -3.8% | +0.9% |
| 7D | -2.0% | -1.1% | -1.0% | -1.9% |
| 30D | -22.4% | +126.1% | -148.6% | -38.9% |
| 3M | -45.2% | +190.0% | -235.2% | -60.0% |
| 6M | -12.5% | +157.2% | -169.7% | -33.5% |
| YTD | -9.8% | +388.2% | -398.0% | -42.7% |
| 1Y | +30.0% | +467.0% | -437.1% | -21.2% |
| 3Y | +942.2% | +36.1% | +906.1% | +732.9% |
| 5Y | +236.8% | -68.0% | +304.8% | +224.6% |
| All | +546.0% | +46.3% | +499.7% | +448.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MRNA.
Daily Out/Under-Performance
Portfolio return minus MRNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRNA 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 MRNA 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