+255.2%
RKLB vs MSCI
+3.6%
+251.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -2.3% | +17.7% | +16.9% |
| 7D | -3.0% | +2.8% | -5.9% | -5.2% |
| 30D | -26.2% | +15.4% | -41.6% | -33.6% |
| 3M | -29.9% | +13.4% | -43.3% | -36.6% |
| 6M | -37.3% | +10.9% | -48.2% | -44.1% |
| YTD | -23.9% | +13.0% | -36.9% | -34.1% |
| 1Y | +7.0% | +12.0% | -5.1% | -6.6% |
| 3Y | +1,120.0% | +34.1% | +1,085.9% | +769.3% |
| All | +255.2% | +3.6% | +251.7% | +193.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling