+942.2%
RKLB vs MRNA
+34.8%
+907.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.4% | -3.8% | +1.2% |
| 7D | -2.0% | -1.1% | -1.0% | -2.0% |
| 30D | -22.4% | +126.1% | -148.6% | -33.1% |
| 3M | -45.2% | +190.0% | -235.2% | -56.7% |
| 6M | -12.5% | +157.2% | -169.7% | -27.9% |
| YTD | -9.8% | +388.2% | -398.0% | -38.6% |
| 1Y | +30.0% | +467.0% | -437.1% | -15.4% |
| 3Y | +942.2% | +36.1% | +906.1% | +719.5% |
| All | +942.2% | +34.8% | +907.4% | +719.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling