+308.8%
RKLB vs MRNA
-67.9%
+376.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.4% | -3.8% | +1.0% |
| 7D | -2.0% | -1.1% | -1.0% | -1.9% |
| 30D | -22.4% | +126.1% | -148.6% | -38.5% |
| 3M | -45.2% | +190.0% | -235.2% | -60.1% |
| 6M | -12.5% | +157.2% | -169.7% | -33.4% |
| YTD | -9.8% | +388.2% | -398.0% | -43.9% |
| 1Y | +30.0% | +467.0% | -437.1% | -23.3% |
| 3Y | +942.2% | +36.1% | +906.1% | +739.2% |
| All | +308.8% | -67.9% | +376.6% | +278.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling