+41.6%
RKLB vs MCD
-8.7%
+50.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.4% | -2.7% | -3.4% |
| 7D | +39.3% | -1.6% | +40.9% | +38.0% |
| 30D | -0.2% | +16.0% | -16.3% | +9.2% |
| 3M | -21.1% | 0.0% | -21.0% | -19.6% |
| 6M | -45.5% | +0.9% | -46.4% | -43.5% |
| YTD | -8.2% | -8.7% | +0.6% | -2.6% |
| All | +41.6% | -8.7% | +50.3% | +47.4% |
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