+34.2%
RKLB vs MTB
+22.5%
+11.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.4% | -2.2% | -2.0% |
| 7D | -2.9% | -0.4% | -2.5% | -2.7% |
| 30D | -22.6% | -4.6% | -18.0% | -20.6% |
| 3M | -41.0% | +7.4% | -48.4% | -45.0% |
| 6M | -10.1% | +18.7% | -28.8% | -23.3% |
| YTD | -11.2% | +21.1% | -32.3% | -27.7% |
| 1Y | +34.2% | +24.1% | +10.1% | +6.5% |
| All | +34.2% | +22.5% | +11.7% | +6.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling