+559.5%
RKLB vs MOS
+39.9%
+519.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.7% | +0.2% |
| 7D | -0.2% | +9.5% | -9.7% | -3.3% |
| 30D | -14.1% | +10.4% | -24.5% | -17.3% |
| 3M | -46.4% | +12.9% | -59.3% | -49.1% |
| 6M | -10.6% | +1.2% | -11.9% | -12.3% |
| YTD | -7.9% | +9.3% | -17.2% | -12.0% |
| 1Y | +49.5% | -18.0% | +67.5% | +56.4% |
| 3Y | +913.6% | -29.0% | +942.6% | +974.6% |
| 5Y | +375.3% | -9.6% | +384.9% | +371.3% |
| All | +559.5% | +39.9% | +519.6% | +555.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling