+557.5%
RKLB vs MA
+100.5%
+457.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.2% | -1.9% | -2.4% |
| 7D | +39.3% | -0.5% | +39.8% | +39.8% |
| 30D | -0.2% | +7.9% | -8.1% | -5.1% |
| 3M | -21.1% | +16.8% | -37.8% | -28.8% |
| 6M | -45.5% | +31.0% | -76.5% | -54.9% |
| YTD | -8.2% | +15.0% | -23.2% | -18.0% |
| 1Y | +28.2% | +17.0% | +11.2% | +13.4% |
| 3Y | +1,366.1% | +68.5% | +1,297.7% | +881.6% |
| 5Y | +345.9% | +85.0% | +260.9% | +178.1% |
| All | +557.5% | +100.5% | +457.0% | +297.6% |
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