+535.9%
RKLB vs MGY
+340.1%
+195.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.4% | -1.7% |
| 7D | -2.9% | +1.8% | -4.7% | -3.4% |
| 30D | -22.6% | +6.5% | -29.1% | -23.8% |
| 3M | -41.0% | +0.3% | -41.3% | -41.6% |
| 6M | -10.1% | -2.4% | -7.7% | -11.3% |
| YTD | -11.2% | +29.0% | -40.2% | -19.5% |
| 1Y | +34.2% | +17.0% | +17.2% | +24.7% |
| 3Y | +899.4% | +26.2% | +873.2% | +798.1% |
| 5Y | +231.5% | +92.3% | +139.2% | +187.4% |
| All | +535.9% | +340.1% | +195.8% | +445.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling