+531.5%
RKLB vs MAS
+69.9%
+461.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.2% | -4.2% | -4.1% |
| 7D | +15.9% | +3.0% | +12.9% | +14.1% |
| 30D | +4.0% | +22.4% | -18.4% | -9.0% |
| 3M | -23.2% | +14.5% | -37.7% | -30.1% |
| 6M | -50.4% | +27.1% | -77.6% | -58.1% |
| YTD | -11.8% | +35.8% | -47.6% | -30.4% |
| 1Y | +36.0% | +39.4% | -3.4% | +5.0% |
| 3Y | +1,321.0% | +60.3% | +1,260.8% | +838.7% |
| 5Y | +328.2% | +39.4% | +288.8% | +197.1% |
| All | +531.5% | +69.9% | +461.6% | +275.3% |
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