+504.1%
RKLB vs MSCI
+71.2%
+432.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +0.8% | +10.1% | +10.4% |
| 7D | +13.0% | +1.5% | +11.6% | +11.8% |
| 30D | -13.7% | +14.4% | -28.1% | -21.1% |
| 3M | -28.9% | +15.2% | -44.1% | -35.7% |
| 6M | -44.2% | +11.2% | -55.4% | -49.6% |
| YTD | -15.6% | +13.9% | -29.6% | -26.1% |
| 1Y | +14.0% | +12.5% | +1.5% | +0.8% |
| 3Y | +1,275.2% | +32.3% | +1,242.9% | +941.9% |
| 5Y | +296.6% | +4.9% | +291.8% | +206.9% |
| All | +504.1% | +71.2% | +432.9% | +319.5% |
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