-7.4%
RKLB vs MO
+45.9%
-53.3%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.4% | -5.2% | -2.6% |
| 7D | -10.6% | +6.9% | -17.5% | -5.2% |
| 30D | -28.3% | +14.9% | -43.2% | -18.5% |
| 3M | -29.7% | +16.4% | -46.1% | -18.7% |
| 6M | -34.8% | +9.6% | -44.4% | -25.9% |
| YTD | -24.9% | +41.8% | -66.8% | -2.9% |
| 1Y | -7.4% | +45.3% | -52.7% | +19.1% |
| All | -7.4% | +45.9% | -53.3% | +19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MO.
Daily Out/Under-Performance
Portfolio return minus MO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MO 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 MO 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