+51.2%
MSFT vs RKLB
+945.6%
-894.3%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.5% | -3.7% | -1.3% |
| 7D | -1.4% | +5.3% | -6.7% | -1.8% |
| 30D | -1.0% | -20.5% | +19.5% | +0.5% |
| 3M | +20.2% | -42.0% | +62.2% | +23.7% |
| 6M | +21.3% | -6.0% | +27.3% | +19.0% |
| YTD | +2.8% | -5.6% | +8.4% | +0.5% |
| 1Y | 0.0% | +38.0% | -38.0% | -5.7% |
| 3Y | +51.2% | +962.4% | -911.2% | +30.0% |
| All | +51.2% | +945.6% | -894.3% | +30.0% |
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