+13.4%
RKLB vs MCD
-3.5%
+16.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +1.8% | +9.1% | +11.9% |
| 7D | +13.0% | +5.9% | +7.1% | +17.1% |
| 30D | -13.7% | +19.6% | -33.4% | -3.9% |
| 3M | -28.9% | +3.3% | -32.2% | -26.4% |
| 6M | -44.2% | +3.5% | -47.7% | -41.4% |
| YTD | -15.6% | -6.1% | -9.5% | -9.7% |
| All | +13.4% | -3.5% | +16.9% | +17.2% |
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