+38.0%
RKLB vs MCD
-16.1%
+54.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.5% |
| 7D | +5.3% | -2.0% | +7.4% | +4.2% |
| 30D | -20.5% | -6.1% | -14.3% | -22.7% |
| 3M | -42.0% | -7.3% | -34.8% | -43.6% |
| 6M | -6.0% | -20.9% | +14.9% | -10.5% |
| YTD | -5.6% | -14.7% | +9.1% | -6.9% |
| 1Y | +38.0% | -16.1% | +54.1% | +35.2% |
| All | +38.0% | -16.1% | +54.1% | +35.2% |
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