-10.6%
RKLB vs MA
+10.9%
-21.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.8% | +0.4% |
| 7D | -0.2% | -2.7% | +2.5% | -1.0% |
| 30D | -14.1% | +1.5% | -15.6% | -13.7% |
| 3M | -46.4% | +20.4% | -66.9% | -45.6% |
| 6M | -10.6% | +11.1% | -21.8% | -5.5% |
| All | -10.6% | +10.9% | -21.5% | -5.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling