+546.0%
RKLB vs MCO
+83.5%
+462.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.6% | 0.0% | +0.3% |
| 7D | -2.0% | -3.8% | +1.7% | +1.0% |
| 30D | -22.4% | -0.4% | -22.1% | -22.8% |
| 3M | -45.2% | +7.7% | -52.9% | -49.9% |
| 6M | -12.5% | +7.0% | -19.5% | -20.6% |
| YTD | -9.8% | -6.4% | -3.4% | -9.2% |
| 1Y | +30.0% | -7.6% | +37.6% | +31.5% |
| 3Y | +942.2% | +43.2% | +899.0% | +569.3% |
| 5Y | +236.8% | +29.6% | +207.2% | +125.6% |
| All | +546.0% | +83.5% | +462.6% | +222.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MCO.
Daily Out/Under-Performance
Portfolio return minus MCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCO 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 MCO 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