+308.8%
RKLB vs MGY
+88.8%
+220.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.5% |
| 7D | -2.0% | +3.5% | -5.6% | -3.1% |
| 30D | -22.4% | +5.3% | -27.7% | -23.8% |
| 3M | -45.2% | +2.6% | -47.8% | -46.3% |
| 6M | -12.5% | -3.3% | -9.2% | -13.7% |
| YTD | -9.8% | +29.2% | -39.0% | -20.6% |
| 1Y | +30.0% | +18.0% | +12.0% | +17.8% |
| 3Y | +942.2% | +30.0% | +912.2% | +794.3% |
| All | +308.8% | +88.8% | +220.0% | +249.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 MGY 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