+990.6%
RKLB vs RMD
+51.8%
+938.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.2% | +5.7% | +3.3% |
| 7D | +5.3% | -4.5% | +9.8% | +6.5% |
| 30D | -20.5% | +4.6% | -25.1% | -21.7% |
| 3M | -42.0% | +14.8% | -56.8% | -45.4% |
| 6M | -6.0% | -12.1% | +6.0% | -2.0% |
| YTD | -5.6% | -7.5% | +1.9% | -3.2% |
| 1Y | +38.0% | -20.1% | +58.1% | +48.6% |
| All | +990.6% | +51.8% | +938.8% | +783.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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