+962.4%
RKLB vs MUB
+8.8%
+953.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.5% |
| 7D | +5.3% | -0.3% | +5.6% | +6.0% |
| 30D | -20.5% | -1.5% | -18.9% | -17.9% |
| 3M | -42.0% | -1.9% | -40.1% | -39.5% |
| 6M | -6.0% | -1.7% | -4.3% | -2.4% |
| YTD | -5.6% | -0.8% | -4.8% | -3.1% |
| 1Y | +38.0% | +1.5% | +36.5% | +37.4% |
| 3Y | +962.4% | +8.8% | +953.6% | +682.3% |
| All | +962.4% | +8.8% | +953.7% | +682.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling