+546.0%
RKLB vs MKC
-37.1%
+583.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.6% |
| 7D | -2.0% | -1.5% | -0.6% | -1.9% |
| 30D | -22.4% | -3.1% | -19.3% | -22.3% |
| 3M | -45.2% | +5.2% | -50.3% | -45.5% |
| 6M | -12.5% | -12.8% | +0.3% | -11.2% |
| YTD | -9.8% | -23.3% | +13.5% | -7.3% |
| 1Y | +30.0% | -24.1% | +54.1% | +33.4% |
| 3Y | +942.2% | -32.1% | +974.3% | +973.9% |
| 5Y | +236.8% | -32.8% | +269.6% | +260.9% |
| All | +546.0% | -37.1% | +583.2% | +566.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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