+30.0%
RKLB vs MRK
+76.4%
-46.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | -21.7% |
| 3M | -45.2% | +20.0% | -65.2% | -44.3% |
| 6M | -12.5% | +25.7% | -38.2% | -10.7% |
| YTD | -9.8% | +38.7% | -48.5% | -7.4% |
| 1Y | +30.0% | +74.7% | -44.7% | +45.2% |
| All | +30.0% | +76.4% | -46.4% | +45.2% |
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