+546.0%
RKLB vs MRK
+125.9%
+420.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.6% |
| 7D | -2.0% | -4.3% | +2.2% | -2.4% |
| 30D | -22.4% | +8.3% | -30.7% | -21.8% |
| 3M | -45.2% | +20.0% | -65.2% | -44.2% |
| 6M | -12.5% | +25.7% | -38.2% | -10.8% |
| YTD | -9.8% | +38.7% | -48.5% | -7.2% |
| 1Y | +30.0% | +74.7% | -44.7% | +36.8% |
| 3Y | +942.2% | +45.4% | +896.9% | +958.6% |
| 5Y | +236.8% | +129.0% | +107.8% | +270.9% |
| All | +546.0% | +125.9% | +420.1% | +599.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling