+1,321.0%
RKLB vs MKC
-21.4%
+1,342.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.2% | -5.1% | -3.7% |
| 7D | +15.9% | -3.0% | +18.9% | +15.2% |
| 30D | +4.0% | +4.8% | -0.9% | +5.1% |
| 3M | -23.2% | -12.8% | -10.3% | -24.4% |
| 6M | -50.4% | +5.0% | -55.5% | -49.8% |
| YTD | -11.8% | -29.1% | +17.3% | -15.1% |
| 1Y | +36.0% | -26.4% | +62.4% | +31.3% |
| 3Y | +1,321.0% | -21.6% | +1,342.6% | +1,164.5% |
| All | +1,321.0% | -21.4% | +1,342.4% | +1,164.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling