+535.9%
RKLB vs MCO
+80.5%
+455.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.2% | -0.5% |
| 7D | -2.9% | -7.3% | +4.4% | +3.2% |
| 30D | -22.6% | -1.7% | -20.9% | -22.1% |
| 3M | -41.0% | +3.9% | -44.9% | -44.5% |
| 6M | -10.1% | +3.8% | -13.9% | -16.3% |
| YTD | -11.2% | -7.9% | -3.3% | -9.5% |
| 1Y | +34.2% | -6.8% | +41.0% | +34.3% |
| 3Y | +899.4% | +40.9% | +858.4% | +550.3% |
| 5Y | +231.5% | +27.5% | +204.0% | +125.0% |
| All | +535.9% | +80.5% | +455.3% | +221.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling