+343.2%
RKLB vs MAS
+32.0%
+311.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.1% | -0.5% |
| 7D | -0.2% | -0.8% | +0.5% | +0.3% |
| 30D | -14.1% | -5.6% | -8.6% | -11.0% |
| 3M | -46.4% | +4.4% | -50.9% | -48.7% |
| 6M | -10.6% | +7.2% | -17.8% | -16.2% |
| YTD | -7.9% | +16.1% | -24.0% | -19.7% |
| 1Y | +49.5% | +0.1% | +49.4% | +43.9% |
| 3Y | +913.6% | +28.3% | +885.3% | +663.8% |
| All | +343.2% | +32.0% | +311.2% | +207.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling