+925.8%
RKLB vs MXL
+200.2%
+725.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.0% | +1.3% | -1.0% |
| 7D | -2.9% | +16.6% | -19.5% | -6.9% |
| 30D | -22.6% | +0.5% | -23.0% | -23.3% |
| 3M | -41.0% | -3.6% | -37.4% | -42.2% |
| 6M | -10.1% | +328.0% | -338.1% | -47.9% |
| YTD | -11.2% | +297.8% | -309.0% | -47.6% |
| 1Y | +34.2% | +339.4% | -305.2% | -24.2% |
| All | +925.8% | +200.2% | +725.7% | +462.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling