+576.0%
RKLB vs MCD
+34.3%
+541.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.5% |
| 7D | +5.3% | -2.0% | +7.4% | +5.9% |
| 30D | -20.5% | -6.1% | -14.3% | -19.2% |
| 3M | -42.0% | -7.3% | -34.8% | -41.0% |
| 6M | -6.0% | -20.9% | +14.9% | +1.4% |
| YTD | -5.6% | -14.7% | +9.1% | -1.4% |
| 1Y | +38.0% | -16.1% | +54.1% | +44.7% |
| 3Y | +962.4% | -1.5% | +963.9% | +910.6% |
| 5Y | +336.5% | +20.4% | +316.1% | +278.7% |
| All | +576.0% | +34.3% | +541.7% | +433.1% |
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