+1,028.3%
RKLB vs MSFU
+70.7%
+957.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.4% | -3.9% |
| 7D | 0.0% | -2.3% | +2.3% | +0.8% |
| 30D | -21.2% | -6.3% | -14.9% | -19.6% |
| 3M | -41.7% | +40.0% | -81.7% | -51.1% |
| 6M | -11.8% | +30.1% | -41.9% | -25.9% |
| YTD | -9.6% | -10.3% | +0.7% | -10.7% |
| 1Y | +34.1% | -19.0% | +53.1% | +39.8% |
| 3Y | +917.3% | +25.8% | +891.5% | +671.0% |
| All | +1,028.3% | +70.7% | +957.6% | +613.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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