+30.0%
RKLB vs MXL
+366.1%
-336.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +7.5% | -5.9% | +0.1% |
| 7D | -2.0% | +18.9% | -20.9% | -5.5% |
| 30D | -22.4% | +0.3% | -22.8% | -23.0% |
| 3M | -45.2% | -8.0% | -37.1% | -45.3% |
| 6M | -12.5% | +341.2% | -353.8% | -44.4% |
| YTD | -9.8% | +327.8% | -337.6% | -42.9% |
| 1Y | +30.0% | +364.9% | -334.9% | -21.6% |
| All | +30.0% | +366.1% | -336.1% | -21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MXL.
Daily Out/Under-Performance
Portfolio return minus MXL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MXL 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 MXL 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