+345.9%
RKLB vs MS
+123.4%
+222.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.4% | -2.3% |
| 7D | +39.3% | +3.7% | +35.6% | +34.4% |
| 30D | -0.2% | +2.0% | -2.2% | -1.6% |
| 3M | -21.1% | -12.6% | -8.5% | -8.8% |
| 6M | -45.5% | -0.3% | -45.2% | -45.0% |
| YTD | -8.2% | +9.0% | -17.1% | -15.6% |
| 1Y | +28.2% | +13.9% | +14.4% | +13.8% |
| 3Y | +1,366.1% | +173.6% | +1,192.5% | +449.7% |
| 5Y | +345.9% | +122.0% | +223.9% | +99.5% |
| All | +345.9% | +123.4% | +222.5% | +99.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling