+49.5%
RKLB vs MUB
+2.9%
+46.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.5% |
| 7D | -0.2% | -0.9% | +0.7% | +4.8% |
| 30D | -14.1% | -1.4% | -12.7% | -6.8% |
| 3M | -46.4% | -2.2% | -44.3% | -38.7% |
| 6M | -10.6% | -1.9% | -8.8% | -1.8% |
| YTD | -7.9% | -0.8% | -7.1% | -1.7% |
| 1Y | +49.5% | +2.7% | +46.7% | +37.1% |
| All | +49.5% | +2.9% | +46.6% | +37.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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