+196.5%
RKLB vs MAS
+41.7%
+154.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.2% | -3.4% | -8.7% | -10.1% |
| 7D | -22.2% | +4.6% | -26.7% | -24.5% |
| 30D | -38.7% | +19.9% | -58.6% | -45.9% |
| 3M | -38.5% | +8.9% | -47.4% | -42.4% |
| 6M | -41.6% | +20.2% | -61.8% | -49.3% |
| YTD | -34.1% | +33.9% | -68.0% | -48.0% |
| 1Y | -18.5% | +34.7% | -53.1% | -36.2% |
| 3Y | +897.6% | +60.4% | +837.2% | +535.2% |
| 5Y | +196.5% | +43.5% | +153.1% | +105.6% |
| All | +196.5% | +41.7% | +154.8% | +105.6% |
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