+343.2%
RKLB vs MS
+145.3%
+197.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.4% |
| 7D | -0.2% | +1.4% | -1.6% | -1.6% |
| 30D | -14.1% | -0.3% | -13.9% | -13.9% |
| 3M | -46.4% | +0.3% | -46.7% | -46.4% |
| 6M | -10.6% | +31.3% | -42.0% | -31.7% |
| YTD | -7.9% | +24.7% | -32.5% | -26.1% |
| 1Y | +49.5% | +47.9% | +1.6% | +1.9% |
| 3Y | +913.6% | +178.3% | +735.2% | +288.3% |
| All | +343.2% | +145.3% | +197.9% | +74.8% |
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 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