+444.6%
RKLB vs MCD
+45.2%
+399.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -0.5% | +15.9% | +15.5% |
| 7D | -3.0% | +7.1% | -10.2% | -4.5% |
| 30D | -26.2% | +19.8% | -46.0% | -29.3% |
| 3M | -29.9% | +0.8% | -30.7% | -29.9% |
| 6M | -37.3% | -1.3% | -36.0% | -37.2% |
| YTD | -23.9% | -7.8% | -16.2% | -21.9% |
| 1Y | +7.0% | -5.0% | +11.9% | +8.1% |
| 3Y | +1,120.0% | +10.5% | +1,109.5% | +1,016.3% |
| 5Y | +242.2% | +22.0% | +220.2% | +196.4% |
| All | +444.6% | +45.2% | +399.5% | +322.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling