+360.3%
RKLB vs MOS
-29.7%
+390.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.8% | +6.3% | +5.8% |
| 7D | +26.3% | +5.5% | +20.9% | +23.9% |
| 30D | +0.7% | +21.0% | -20.3% | -6.7% |
| 3M | -17.3% | -0.5% | -16.9% | -18.3% |
| 6M | -43.6% | +6.6% | -50.2% | -46.0% |
| YTD | -5.2% | -2.8% | -2.4% | -6.8% |
| 1Y | +29.1% | -8.1% | +37.2% | +29.5% |
| 3Y | +1,413.7% | -25.6% | +1,439.3% | +1,480.2% |
| All | +360.3% | -29.7% | +390.1% | +385.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling