+576.0%
RKLB vs MRK
+133.0%
+443.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.2% | +3.7% | +2.4% |
| 7D | +5.3% | -0.9% | +6.3% | +5.2% |
| 30D | -20.5% | +15.5% | -35.9% | -19.4% |
| 3M | -42.0% | +25.1% | -67.1% | -40.9% |
| 6M | -6.0% | +30.1% | -36.1% | -3.9% |
| YTD | -5.6% | +43.1% | -48.7% | -2.7% |
| 1Y | +38.0% | +82.5% | -44.4% | +45.7% |
| 3Y | +962.4% | +49.3% | +913.1% | +981.4% |
| 5Y | +336.5% | +130.3% | +206.3% | +379.7% |
| All | +576.0% | +133.0% | +443.0% | +634.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling