+576.0%
RKLB vs MSCI
+46.0%
+530.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.8% | +6.3% | +4.8% |
| 7D | +5.3% | -2.1% | +7.4% | +6.5% |
| 30D | -20.5% | -1.7% | -18.7% | -20.0% |
| 3M | -42.0% | -8.2% | -33.8% | -40.3% |
| 6M | -6.0% | -2.4% | -3.6% | -7.6% |
| YTD | -5.6% | -2.8% | -2.8% | -8.0% |
| 1Y | +38.0% | -2.7% | +40.7% | +33.3% |
| 3Y | +962.4% | +7.3% | +955.1% | +831.3% |
| 5Y | +336.5% | -11.4% | +347.9% | +274.8% |
| All | +576.0% | +46.0% | +530.0% | +422.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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