+504.1%
RKLB vs MS
+267.1%
+237.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +3.1% | +7.8% | +8.0% |
| 7D | +13.0% | +0.7% | +12.3% | +12.6% |
| 30D | -13.7% | -0.9% | -12.8% | -12.5% |
| 3M | -28.9% | -13.0% | -16.0% | -18.9% |
| 6M | -44.2% | -2.0% | -42.2% | -42.8% |
| YTD | -15.6% | +7.8% | -23.4% | -20.4% |
| 1Y | +14.0% | +17.9% | -3.9% | +0.2% |
| 3Y | +1,275.2% | +174.8% | +1,100.4% | +524.3% |
| 5Y | +296.6% | +119.9% | +176.8% | +105.5% |
| All | +504.1% | +267.1% | +237.0% | +197.9% |
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