+942.2%
RKLB vs MKSI
+190.8%
+751.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.1% | -0.5% | +0.5% |
| 7D | -2.0% | +2.7% | -4.7% | -3.5% |
| 30D | -22.4% | -12.8% | -9.6% | -16.6% |
| 3M | -45.2% | -22.5% | -22.6% | -38.3% |
| 6M | -12.5% | +19.4% | -31.9% | -20.5% |
| YTD | -9.8% | +67.7% | -77.5% | -32.3% |
| 1Y | +30.0% | +131.4% | -101.4% | -18.6% |
| 3Y | +942.2% | +197.3% | +744.9% | +438.5% |
| All | +942.2% | +190.8% | +751.4% | +438.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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