+46.2%
MSFT vs RKLB
+1,304.8%
-1,258.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.0% | +4.1% | +0.4% |
| 7D | -1.3% | +15.9% | -17.2% | -2.3% |
| 30D | -1.8% | +4.0% | -5.8% | -2.4% |
| 3M | +5.6% | -23.2% | +28.8% | +7.0% |
| 6M | +29.8% | -50.4% | +80.2% | +33.8% |
| YTD | +9.0% | -11.8% | +20.8% | +6.7% |
| 1Y | +4.9% | +36.0% | -31.0% | -0.8% |
| 3Y | +46.2% | +1,321.0% | -1,274.8% | +20.5% |
| All | +46.2% | +1,304.8% | -1,258.6% | +20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RKLB.
Daily Out/Under-Performance
Portfolio return minus RKLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKLB 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 RKLB 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