+559.5%
RKLB vs MCD
+34.2%
+525.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.2% | +1.1% |
| 7D | -0.2% | -2.8% | +2.6% | +0.5% |
| 30D | -14.1% | -6.0% | -8.1% | -12.8% |
| 3M | -46.4% | -5.6% | -40.8% | -45.8% |
| 6M | -10.6% | -21.9% | +11.2% | -3.2% |
| YTD | -7.9% | -14.7% | +6.8% | -3.8% |
| 1Y | +49.5% | -17.3% | +66.7% | +57.6% |
| 3Y | +913.6% | -2.2% | +915.7% | +867.6% |
| 5Y | +375.3% | +20.3% | +355.0% | +312.3% |
| All | +559.5% | +34.2% | +525.3% | +420.1% |
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 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