+231.5%
RKLB vs MCHP
+1.5%
+230.0%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.0% | +0.2% | -0.6% |
| 7D | -2.9% | -2.1% | -0.8% | -1.7% |
| 30D | -22.6% | -11.1% | -11.4% | -16.8% |
| 3M | -41.0% | -18.1% | -22.9% | -34.0% |
| 6M | -10.1% | +10.8% | -20.9% | -16.3% |
| YTD | -11.2% | +14.2% | -25.4% | -20.1% |
| 1Y | +34.2% | +13.5% | +20.7% | +21.1% |
| 3Y | +899.4% | -2.0% | +901.4% | +788.5% |
| 5Y | +231.5% | +1.4% | +230.1% | +170.4% |
| All | +231.5% | +1.5% | +230.0% | +170.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling