+546.0%
RKLB vs MCHP
+25.5%
+520.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.7% | -2.1% | -0.5% |
| 7D | -2.0% | 0.0% | -2.1% | -2.1% |
| 30D | -22.4% | -6.0% | -16.4% | -19.5% |
| 3M | -45.2% | -19.7% | -25.5% | -38.2% |
| 6M | -12.5% | +14.0% | -26.6% | -19.6% |
| YTD | -9.8% | +18.4% | -28.2% | -20.0% |
| 1Y | +30.0% | +17.1% | +12.9% | +15.8% |
| 3Y | +942.2% | +0.7% | +941.5% | +822.0% |
| 5Y | +236.8% | +5.1% | +231.7% | +180.9% |
| All | +546.0% | +25.5% | +520.5% | +433.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MCHP.
Daily Out/Under-Performance
Portfolio return minus MCHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCHP 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 10y: compounded portfolio wealth divided by compounded MCHP 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…
10y analysis · Full analysis span regression · 6 months rolling