+546.0%
RKLB vs MO
+162.8%
+383.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.6% |
| 7D | -2.0% | +0.1% | -2.2% | -2.0% |
| 30D | -22.4% | +7.1% | -29.6% | -22.0% |
| 3M | -45.2% | -2.0% | -43.2% | -45.3% |
| 6M | -12.5% | +7.3% | -19.8% | -13.3% |
| YTD | -9.8% | +23.5% | -33.2% | -11.8% |
| 1Y | +30.0% | +11.0% | +19.0% | +28.4% |
| 3Y | +942.2% | +95.0% | +847.2% | +872.5% |
| 5Y | +236.8% | +100.6% | +136.2% | +224.4% |
| All | +546.0% | +162.8% | +383.2% | +429.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling