+72.3%
MSFT vs RKLB
+287.6%
-215.3%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.3% | +3.8% | 0.0% |
| 7D | -1.0% | 0.0% | -1.0% | -1.1% |
| 30D | -2.7% | -21.2% | +18.5% | -0.3% |
| 3M | +22.1% | -41.7% | +63.8% | +27.8% |
| 6M | +20.6% | -11.8% | +32.3% | +18.2% |
| YTD | +2.3% | -9.6% | +11.9% | -0.6% |
| 1Y | -0.5% | +34.1% | -34.7% | -9.1% |
| 3Y | +50.5% | +917.3% | -866.7% | -2.5% |
| 5Y | +72.3% | +204.4% | -132.1% | +11.3% |
| All | +72.3% | +287.6% | -215.3% | +11.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling