+204.4%
RKLB vs MTB
+103.4%
+101.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.2% | -4.1% | -4.1% |
| 7D | 0.0% | +1.1% | -1.1% | -0.8% |
| 30D | -21.2% | -4.6% | -16.6% | -18.7% |
| 3M | -41.7% | +6.3% | -48.0% | -44.8% |
| 6M | -11.8% | +15.6% | -27.4% | -20.9% |
| YTD | -9.6% | +20.6% | -30.1% | -21.7% |
| 1Y | +34.1% | +22.5% | +11.6% | +15.0% |
| 3Y | +917.3% | +114.4% | +802.8% | +531.0% |
| 5Y | +204.4% | +101.9% | +102.5% | +119.1% |
| All | +204.4% | +103.4% | +101.0% | +119.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling