+576.0%
RKLB vs MA
+75.2%
+500.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.4% | +3.9% | +3.4% |
| 7D | +5.3% | -1.8% | +7.1% | +6.4% |
| 30D | -20.5% | +1.4% | -21.9% | -21.5% |
| 3M | -42.0% | +17.7% | -59.8% | -48.5% |
| 6M | -6.0% | +9.7% | -15.7% | -13.1% |
| YTD | -5.6% | +0.5% | -6.1% | -8.0% |
| 1Y | +38.0% | -2.1% | +40.1% | +36.8% |
| 3Y | +962.4% | +40.1% | +922.3% | +704.4% |
| 5Y | +336.5% | +67.5% | +269.0% | +194.2% |
| All | +576.0% | +75.2% | +500.8% | +346.1% |
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