+1,379.7%
RKLB vs MTB
+105.0%
+1,274.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -3.0% | -3.0% |
| 7D | +39.3% | 0.0% | +39.3% | +39.3% |
| 30D | -0.2% | +0.8% | -1.1% | -0.9% |
| 3M | -21.1% | -12.8% | -8.3% | -11.6% |
| 6M | -45.5% | +6.7% | -52.2% | -49.9% |
| YTD | -8.2% | +11.3% | -19.5% | -19.6% |
| 1Y | +28.2% | +20.2% | +8.1% | +4.8% |
| All | +1,379.7% | +105.0% | +1,274.7% | +693.8% |
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