-7.4%
RKLB vs MS
+22.2%
-29.6%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +4.2% | -8.0% | -8.7% |
| 7D | -10.6% | +2.6% | -13.3% | -13.5% |
| 30D | -28.3% | +2.6% | -30.9% | -30.4% |
| 3M | -29.7% | -10.1% | -19.6% | -20.5% |
| 6M | -34.8% | +4.4% | -39.2% | -38.4% |
| YTD | -24.9% | +11.7% | -36.7% | -37.5% |
| 1Y | -7.4% | +20.9% | -28.4% | -34.1% |
| All | -7.4% | +22.2% | -29.6% | -34.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MS.
Daily Out/Under-Performance
Portfolio return minus MS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MS 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 MS 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