+30.0%
RKLB vs MKC
-23.2%
+53.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.7% |
| 7D | -2.0% | -1.5% | -0.6% | -2.5% |
| 30D | -22.4% | -3.1% | -19.3% | -23.1% |
| 3M | -45.2% | +5.2% | -50.3% | -43.9% |
| 6M | -12.5% | -12.8% | +0.3% | -16.6% |
| YTD | -9.8% | -23.3% | +13.5% | -20.9% |
| 1Y | +30.0% | -24.1% | +54.1% | +11.9% |
| All | +30.0% | -23.2% | +53.1% | +11.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling