+578.9%
RKLB vs MCD
+44.3%
+534.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.6% | +8.1% | +6.0% |
| 7D | +26.3% | -1.9% | +28.2% | +26.8% |
| 30D | +0.7% | +16.6% | -15.9% | -3.0% |
| 3M | -17.3% | +0.9% | -18.3% | -17.4% |
| 6M | -43.6% | +1.5% | -45.1% | -43.9% |
| YTD | -5.2% | -8.3% | +3.1% | -2.6% |
| 1Y | +29.1% | -8.1% | +37.2% | +32.2% |
| 3Y | +1,413.7% | +10.3% | +1,403.4% | +1,282.9% |
| 5Y | +364.9% | +23.4% | +341.4% | +301.3% |
| All | +578.9% | +44.3% | +534.6% | +426.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling