+962.4%
RKLB vs MSFU
+29.4%
+933.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.3% | +4.8% | +3.4% |
| 7D | +5.3% | -3.2% | +8.5% | +6.4% |
| 30D | -20.5% | -3.1% | -17.3% | -20.0% |
| 3M | -42.0% | +35.3% | -77.3% | -49.7% |
| 6M | -6.0% | +31.6% | -37.6% | -20.3% |
| YTD | -5.6% | -9.5% | +3.9% | -6.3% |
| 1Y | +38.0% | -18.4% | +56.4% | +44.4% |
| 3Y | +962.4% | +26.9% | +935.5% | +712.5% |
| All | +962.4% | +29.4% | +933.0% | +712.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling