+330.6%
RKLB vs MAR
+181.1%
+149.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.6% | -3.7% |
| 7D | +15.9% | +1.6% | +14.3% | +14.6% |
| 30D | +4.0% | +13.8% | -9.8% | -6.6% |
| 3M | -23.2% | +20.3% | -43.5% | -34.4% |
| 6M | -50.4% | +21.3% | -71.8% | -58.8% |
| YTD | -11.8% | +37.2% | -49.0% | -34.8% |
| 1Y | +36.0% | +48.4% | -12.5% | -7.0% |
| 3Y | +1,321.0% | +120.1% | +1,200.9% | +580.7% |
| All | +330.6% | +181.1% | +149.5% | +75.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MAR.
Daily Out/Under-Performance
Portfolio return minus MAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAR 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 5y: compounded portfolio wealth divided by compounded MAR 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…
5y analysis · Full analysis span regression · 6 months rolling