+308.8%
RKLB vs MKSI
+84.1%
+224.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.1% | -0.5% | +0.4% |
| 7D | -2.0% | +2.7% | -4.7% | -3.6% |
| 30D | -22.4% | -12.8% | -9.6% | -16.0% |
| 3M | -45.2% | -22.5% | -22.6% | -37.8% |
| 6M | -12.5% | +19.4% | -31.9% | -22.0% |
| YTD | -9.8% | +67.7% | -77.5% | -35.4% |
| 1Y | +30.0% | +131.4% | -101.4% | -24.6% |
| 3Y | +942.2% | +197.3% | +744.9% | +359.8% |
| All | +308.8% | +84.1% | +224.7% | +136.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling