+559.5%
RKLB vs MA
+77.7%
+481.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.8% | +1.4% |
| 7D | -0.2% | -2.7% | +2.5% | +1.5% |
| 30D | -14.1% | +1.5% | -15.6% | -15.4% |
| 3M | -46.4% | +20.4% | -66.9% | -53.2% |
| 6M | -10.6% | +11.1% | -21.8% | -18.0% |
| YTD | -7.9% | +2.0% | -9.8% | -11.0% |
| 1Y | +49.5% | -2.2% | +51.6% | +48.5% |
| 3Y | +913.6% | +41.9% | +871.7% | +661.6% |
| 5Y | +375.3% | +75.4% | +299.9% | +214.7% |
| All | +559.5% | +77.7% | +481.8% | +331.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling