+944.2%
RKLB vs MTB
+112.6%
+831.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.2% | -4.1% | -4.1% |
| 7D | 0.0% | +1.1% | -1.1% | -1.0% |
| 30D | -21.2% | -4.6% | -16.6% | -18.0% |
| 3M | -41.7% | +6.3% | -48.0% | -45.8% |
| 6M | -11.8% | +15.6% | -27.4% | -23.7% |
| YTD | -9.6% | +20.6% | -30.1% | -25.5% |
| 1Y | +34.1% | +22.5% | +11.6% | +8.9% |
| All | +944.2% | +112.6% | +831.6% | +426.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling