+547.3%
RKLB vs MCHP
+23.5%
+523.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.7% | -4.0% |
| 7D | 0.0% | +0.3% | -0.4% | -0.3% |
| 30D | -21.2% | -9.8% | -11.4% | -16.3% |
| 3M | -41.7% | -19.7% | -22.0% | -34.3% |
| 6M | -11.8% | +13.6% | -25.3% | -18.7% |
| YTD | -9.6% | +16.5% | -26.1% | -19.1% |
| 1Y | +34.1% | +15.7% | +18.4% | +20.4% |
| 3Y | +917.3% | 0.0% | +917.3% | +803.0% |
| 5Y | +204.4% | +4.4% | +200.0% | +155.3% |
| All | +547.3% | +23.5% | +523.8% | +439.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling