+444.6%
RKLB vs MSCI
+69.7%
+374.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -2.3% | +17.7% | +16.7% |
| 7D | -3.0% | +2.8% | -5.9% | -5.0% |
| 30D | -26.2% | +15.4% | -41.6% | -33.0% |
| 3M | -29.9% | +13.4% | -43.3% | -36.0% |
| 6M | -37.3% | +10.9% | -48.2% | -43.5% |
| YTD | -23.9% | +13.0% | -36.9% | -33.1% |
| 1Y | +7.0% | +12.0% | -5.1% | -5.3% |
| 3Y | +1,120.0% | +34.1% | +1,085.9% | +812.1% |
| 5Y | +242.2% | +3.9% | +238.3% | +166.0% |
| All | +444.6% | +69.7% | +374.9% | +280.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling