+1,379.7%
RKLB vs MUB
+10.3%
+1,369.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.3% | -2.0% |
| 7D | +39.3% | -0.8% | +40.1% | +41.0% |
| 30D | -0.2% | +2.4% | -2.7% | -4.2% |
| 3M | -21.1% | -1.1% | -20.0% | -19.1% |
| 6M | -45.5% | -1.0% | -44.5% | -44.0% |
| YTD | -8.2% | -0.3% | -7.9% | -6.3% |
| 1Y | +28.2% | 0.0% | +28.2% | +30.5% |
| All | +1,379.7% | +10.3% | +1,369.3% | +1,387.5% |
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