+49.5%
RKLB vs MCD
-17.5%
+67.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.2% | -0.1% |
| 7D | -0.2% | -2.8% | +2.6% | -1.7% |
| 30D | -14.1% | -6.0% | -8.1% | -16.6% |
| 3M | -46.4% | -5.6% | -40.8% | -47.3% |
| 6M | -10.6% | -21.9% | +11.2% | -16.2% |
| YTD | -7.9% | -14.7% | +6.8% | -9.5% |
| 1Y | +49.5% | -17.3% | +66.7% | +43.6% |
| All | +49.5% | -17.5% | +67.0% | +43.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MCD.
Daily Out/Under-Performance
Portfolio return minus MCD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCD 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 1y: compounded portfolio wealth divided by compounded MCD 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…
1y analysis · Full analysis span regression · 6 months rolling