+34.1%
RKLB vs MA
-2.1%
+36.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.6% | -3.7% | -4.3% |
| 7D | 0.0% | -3.5% | +3.5% | -0.4% |
| 30D | -21.2% | +0.8% | -22.0% | -21.2% |
| 3M | -41.7% | +14.8% | -56.5% | -42.2% |
| 6M | -11.8% | +10.0% | -21.8% | -12.2% |
| YTD | -9.6% | -0.1% | -9.5% | -5.7% |
| 1Y | +34.1% | -2.2% | +36.3% | +35.5% |
| All | +34.1% | -2.1% | +36.2% | +35.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling