+34.1%
RKLB vs MSFU
-20.0%
+54.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.4% | -4.0% |
| 7D | 0.0% | -2.3% | +2.3% | +0.5% |
| 30D | -21.2% | -6.3% | -14.9% | -20.1% |
| 3M | -41.7% | +40.0% | -81.7% | -47.7% |
| 6M | -11.8% | +30.1% | -41.9% | -22.6% |
| YTD | -9.6% | -10.3% | +0.7% | -9.1% |
| 1Y | +34.1% | -19.0% | +53.1% | +46.2% |
| All | +34.1% | -20.0% | +54.1% | +46.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling