+231.5%
RKLB vs MRK
+128.6%
+102.9%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.9% | +0.2% | -1.9% |
| 7D | -2.9% | -5.0% | +2.1% | -3.2% |
| 30D | -22.6% | +11.0% | -33.5% | -21.9% |
| 3M | -41.0% | +22.4% | -63.4% | -40.1% |
| 6M | -10.1% | +25.4% | -35.5% | -8.6% |
| YTD | -11.2% | +39.5% | -50.7% | -9.1% |
| 1Y | +34.2% | +78.0% | -43.8% | +40.4% |
| 3Y | +899.4% | +45.5% | +853.8% | +904.9% |
| 5Y | +231.5% | +130.3% | +101.2% | +236.5% |
| All | +231.5% | +128.6% | +102.9% | +236.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling