+942.2%
RKLB vs MRSH
-4.9%
+947.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.6% |
| 7D | -2.0% | -4.8% | +2.7% | -2.3% |
| 30D | -22.4% | -6.3% | -16.1% | -22.8% |
| 3M | -45.2% | +5.8% | -51.0% | -45.8% |
| 6M | -12.5% | +2.8% | -15.3% | -12.8% |
| YTD | -9.8% | -3.1% | -6.6% | -8.9% |
| 1Y | +30.0% | -11.3% | +41.2% | +36.6% |
| 3Y | +942.2% | -5.0% | +947.2% | +950.0% |
| All | +942.2% | -4.9% | +947.1% | +950.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 3y: compounded portfolio wealth divided by compounded MRSH 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…
3y analysis · Full analysis span regression · 6 months rolling