+547.3%
RKLB vs MRSH
+69.3%
+478.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.0% | -2.2% | -3.4% |
| 7D | 0.0% | -5.9% | +5.8% | +2.4% |
| 30D | -21.2% | -7.3% | -13.9% | -18.9% |
| 3M | -41.7% | +7.4% | -49.2% | -45.0% |
| 6M | -11.8% | -0.7% | -11.1% | -13.6% |
| YTD | -9.6% | -3.2% | -6.4% | -11.2% |
| 1Y | +34.1% | -10.6% | +44.7% | +39.0% |
| 3Y | +917.3% | -4.6% | +921.8% | +869.3% |
| 5Y | +204.4% | +19.3% | +185.1% | +133.6% |
| All | +547.3% | +69.3% | +478.0% | +264.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling