+444.6%
RKLB vs MS
+256.0%
+188.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -0.5% | +15.9% | +15.9% |
| 7D | -3.0% | -1.6% | -1.5% | -1.6% |
| 30D | -26.2% | -3.8% | -22.4% | -23.2% |
| 3M | -29.9% | -14.6% | -15.3% | -18.6% |
| 6M | -37.3% | -5.1% | -32.2% | -33.6% |
| YTD | -23.9% | +4.5% | -28.4% | -26.2% |
| 1Y | +7.0% | +13.5% | -6.6% | -2.9% |
| 3Y | +1,120.0% | +160.4% | +959.6% | +478.6% |
| 5Y | +242.2% | +112.9% | +129.3% | +82.1% |
| All | +444.6% | +256.0% | +188.6% | +175.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling