+535.9%
RKLB vs MUB
+2.4%
+533.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.0% | 0.0% |
| 7D | -2.9% | -1.2% | -1.7% | 0.0% |
| 30D | -22.6% | -2.8% | -19.8% | -17.3% |
| 3M | -41.0% | -3.1% | -38.0% | -36.4% |
| 6M | -10.1% | -2.9% | -7.2% | -3.2% |
| YTD | -11.2% | -2.0% | -9.2% | -6.0% |
| 1Y | +34.2% | 0.0% | +34.2% | +36.5% |
| 3Y | +899.4% | +7.4% | +891.9% | +737.2% |
| 5Y | +231.5% | +0.8% | +230.7% | +173.1% |
| All | +535.9% | +2.4% | +533.5% | +431.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling