+444.6%
RKLB vs MOS
+22.0%
+422.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +0.1% | +15.3% | +15.4% |
| 7D | -3.0% | +21.6% | -24.6% | -9.9% |
| 30D | -26.2% | +12.0% | -38.2% | -29.6% |
| 3M | -29.9% | -3.9% | -26.0% | -30.0% |
| 6M | -37.3% | -3.3% | -34.0% | -38.0% |
| YTD | -23.9% | -4.6% | -19.3% | -24.7% |
| 1Y | +7.0% | -7.0% | +14.0% | +6.8% |
| 3Y | +1,120.0% | -24.4% | +1,144.4% | +1,164.1% |
| 5Y | +242.2% | -32.1% | +274.3% | +267.0% |
| All | +444.6% | +22.0% | +422.6% | +460.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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