+535.9%
RKLB vs MRNA
+38.8%
+497.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.7% | -2.5% | -1.9% |
| 7D | -2.9% | -8.2% | +5.3% | -1.9% |
| 30D | -22.6% | +125.6% | -148.1% | -39.5% |
| 3M | -41.0% | +197.1% | -238.1% | -57.6% |
| 6M | -10.1% | +148.5% | -158.6% | -31.5% |
| YTD | -11.2% | +363.3% | -374.5% | -43.2% |
| 1Y | +34.2% | +462.0% | -427.8% | -19.0% |
| 3Y | +899.4% | +26.9% | +872.4% | +707.4% |
| 5Y | +231.5% | -69.6% | +301.1% | +221.6% |
| All | +535.9% | +38.8% | +497.0% | +443.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling