+41.6%
RKLB vs MUB
+0.1%
+41.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.3% | -0.7% |
| 7D | +39.3% | -0.8% | +40.1% | +42.7% |
| 30D | -0.2% | +2.4% | -2.7% | -9.2% |
| 3M | -21.1% | -1.1% | -20.0% | -9.5% |
| 6M | -45.5% | -1.0% | -44.5% | -36.9% |
| YTD | -8.2% | -0.3% | -7.9% | +1.5% |
| All | +41.6% | +0.1% | +41.5% | +54.8% |
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 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