+576.0%
RKLB vs MKC
-36.4%
+612.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.3% | +2.9% | +2.5% |
| 7D | +5.3% | -4.3% | +9.7% | +5.7% |
| 30D | -20.5% | -2.0% | -18.5% | -20.4% |
| 3M | -42.0% | +10.0% | -52.0% | -42.7% |
| 6M | -6.0% | -18.5% | +12.5% | -3.8% |
| YTD | -5.6% | -22.4% | +16.8% | -3.1% |
| 1Y | +38.0% | -23.6% | +61.6% | +41.7% |
| 3Y | +962.4% | -30.4% | +992.9% | +988.9% |
| 5Y | +336.5% | -34.2% | +370.7% | +367.9% |
| All | +576.0% | -36.4% | +612.4% | +596.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling