+559.5%
RKLB vs MTB
+137.5%
+422.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.8% |
| 7D | -0.2% | +1.7% | -1.9% | -1.2% |
| 30D | -14.1% | -4.2% | -9.9% | -11.9% |
| 3M | -46.4% | +8.9% | -55.3% | -49.7% |
| 6M | -10.6% | +10.9% | -21.5% | -16.8% |
| YTD | -7.9% | +21.5% | -29.4% | -19.1% |
| 1Y | +49.5% | +21.9% | +27.6% | +31.1% |
| 3Y | +913.6% | +109.2% | +804.3% | +581.1% |
| 5Y | +375.3% | +102.0% | +273.3% | +247.0% |
| All | +559.5% | +137.5% | +422.0% | +385.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling