+531.5%
RKLB vs MTB
+119.0%
+412.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.6% | -4.6% | -4.3% |
| 7D | +15.9% | +1.5% | +14.4% | +15.0% |
| 30D | +4.0% | +2.3% | +1.6% | +2.5% |
| 3M | -23.2% | -12.1% | -11.1% | -17.2% |
| 6M | -50.4% | +9.8% | -60.3% | -53.7% |
| YTD | -11.8% | +12.0% | -23.8% | -18.8% |
| 1Y | +36.0% | +22.0% | +13.9% | +19.1% |
| 3Y | +1,321.0% | +107.6% | +1,213.4% | +871.9% |
| 5Y | +328.2% | +61.9% | +266.3% | +233.0% |
| All | +531.5% | +119.0% | +412.5% | +387.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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