+322.6%
RKLB vs MULL
+2,366.2%
-2,043.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MULL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -9.3% | +7.6% | +0.5% |
| 7D | -2.9% | +3.6% | -6.5% | -4.1% |
| 30D | -22.6% | +22.0% | -44.6% | -27.1% |
| 3M | -41.0% | -8.6% | -32.4% | -45.7% |
| 6M | -10.1% | +248.5% | -258.6% | -46.6% |
| YTD | -11.2% | +516.3% | -527.5% | -56.9% |
| 1Y | +34.2% | +2,036.6% | -2,002.4% | -55.1% |
| All | +322.6% | +2,366.2% | -2,043.5% | +11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MULL.
Daily Out/Under-Performance
Portfolio return minus MULL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MULL 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 5y: compounded portfolio wealth divided by compounded MULL 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…
5y analysis · Full analysis span regression · 6 months rolling