+559.5%
RKLB vs MSCI
+51.7%
+507.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.9% |
| 7D | -0.2% | +0.4% | -0.6% | -0.5% |
| 30D | -14.1% | +0.6% | -14.7% | -14.7% |
| 3M | -46.4% | -7.1% | -39.3% | -45.1% |
| 6M | -10.6% | +0.8% | -11.5% | -13.8% |
| YTD | -7.9% | +1.0% | -8.9% | -12.3% |
| 1Y | +49.5% | +4.3% | +45.2% | +38.0% |
| 3Y | +913.6% | +9.9% | +903.6% | +778.0% |
| 5Y | +375.3% | -6.8% | +382.1% | +298.2% |
| All | +559.5% | +51.7% | +507.8% | +398.1% |
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