-7.4%
RKLB vs MRK
+87.2%
-94.6%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.9% | -7.7% | -3.6% |
| 7D | -10.6% | +6.7% | -17.3% | -10.5% |
| 30D | -28.3% | +7.8% | -36.0% | -28.1% |
| 3M | -29.7% | +18.2% | -47.8% | -29.1% |
| 6M | -34.8% | +34.7% | -69.5% | -34.6% |
| YTD | -24.9% | +45.8% | -70.7% | -25.4% |
| 1Y | -7.4% | +84.6% | -92.0% | -11.8% |
| All | -7.4% | +87.2% | -94.6% | -11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MRK.
Daily Out/Under-Performance
Portfolio return minus MRK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRK 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 1y: compounded portfolio wealth divided by compounded MRK 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…
1y analysis · Full analysis span regression · 6 months rolling