+543.6%
RKLB vs MAS
+70.2%
+473.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -1.3% | +7.8% | +7.3% |
| 7D | +15.2% | +3.6% | +11.6% | +12.8% |
| 30D | -8.1% | +23.8% | -31.9% | -20.1% |
| 3M | -21.7% | +14.4% | -36.1% | -28.7% |
| 6M | -40.5% | +19.7% | -60.3% | -48.0% |
| YTD | -10.1% | +36.0% | -46.1% | -29.1% |
| 1Y | +20.8% | +40.4% | -19.5% | -7.1% |
| 3Y | +1,335.0% | +58.9% | +1,276.1% | +854.3% |
| 5Y | +329.8% | +44.5% | +285.3% | +193.7% |
| All | +543.6% | +70.2% | +473.4% | +282.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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