+504.1%
RKLB vs MA
+101.5%
+402.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +0.5% | +10.4% | +10.6% |
| 7D | +13.0% | -0.3% | +13.4% | +13.2% |
| 30D | -13.7% | +11.3% | -25.0% | -19.5% |
| 3M | -28.9% | +16.7% | -45.6% | -35.9% |
| 6M | -44.2% | +32.8% | -77.0% | -54.3% |
| YTD | -15.6% | +15.6% | -31.2% | -24.9% |
| 1Y | +14.0% | +19.6% | -5.6% | -0.7% |
| 3Y | +1,275.2% | +72.1% | +1,203.1% | +806.8% |
| 5Y | +296.6% | +96.0% | +200.6% | +142.9% |
| All | +504.1% | +101.5% | +402.5% | +264.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MA.
Daily Out/Under-Performance
Portfolio return minus MA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MA 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 10y: compounded portfolio wealth divided by compounded MA 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…
10y analysis · Full analysis span regression · 6 months rolling