+576.0%
RKLB vs MAR
+171.6%
+404.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.3% | +4.8% | +4.1% |
| 7D | +5.3% | -1.7% | +7.0% | +6.5% |
| 30D | -20.5% | -6.9% | -13.6% | -16.6% |
| 3M | -42.0% | -15.8% | -26.2% | -35.6% |
| 6M | -6.0% | +1.9% | -8.0% | -8.6% |
| YTD | -5.6% | +6.6% | -12.2% | -12.2% |
| 1Y | +38.0% | +23.7% | +14.3% | +13.4% |
| 3Y | +962.4% | +64.6% | +897.8% | +626.3% |
| 5Y | +336.5% | +156.4% | +180.2% | +155.2% |
| All | +576.0% | +171.6% | +404.4% | +298.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling