+1,422.4%
RKLB vs MAGS
+187.1%
+1,235.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MAGS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.5% |
| 7D | -2.9% | -1.8% | -1.1% | -0.9% |
| 30D | -22.6% | +1.1% | -23.6% | -23.7% |
| 3M | -41.0% | +7.7% | -48.7% | -45.8% |
| 6M | -10.1% | +11.7% | -21.8% | -19.0% |
| YTD | -11.2% | +4.9% | -16.1% | -14.5% |
| 1Y | +34.2% | +14.3% | +19.9% | +19.6% |
| 3Y | +899.4% | +128.9% | +770.4% | +426.9% |
| All | +1,422.4% | +187.1% | +1,235.3% | +570.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MAGS.
Daily Out/Under-Performance
Portfolio return minus MAGS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAGS 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 MAGS 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