+1,379.7%
RKLB vs MS
+175.7%
+1,203.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.4% | -2.3% |
| 7D | +39.3% | +3.7% | +35.6% | +34.2% |
| 30D | -0.2% | +2.0% | -2.2% | -1.7% |
| 3M | -21.1% | -12.6% | -8.5% | -8.4% |
| 6M | -45.5% | -0.3% | -45.2% | -45.0% |
| YTD | -8.2% | +9.0% | -17.1% | -15.8% |
| 1Y | +28.2% | +13.9% | +14.4% | +13.3% |
| All | +1,379.7% | +175.7% | +1,203.9% | +576.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling