+531.5%
RKLB vs MOS
+19.6%
+511.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.7% | -4.7% | -4.2% |
| 7D | +15.9% | -2.0% | +17.9% | +16.7% |
| 30D | +4.0% | +15.3% | -11.3% | -1.7% |
| 3M | -23.2% | +1.5% | -24.7% | -24.6% |
| 6M | -50.4% | -2.0% | -48.5% | -51.1% |
| YTD | -11.8% | -6.5% | -5.3% | -12.1% |
| 1Y | +36.0% | -11.1% | +47.0% | +37.8% |
| 3Y | +1,321.0% | -30.3% | +1,351.3% | +1,411.7% |
| 5Y | +328.2% | -33.5% | +361.7% | +362.5% |
| All | +531.5% | +19.6% | +511.8% | +554.5% |
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