+1,046.2%
RKLB vs MSFU
+87.3%
+958.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.8% | -4.0% | -3.5% |
| 7D | +39.3% | -4.9% | +44.2% | +41.7% |
| 30D | -0.2% | -9.1% | +8.8% | +3.2% |
| 3M | -21.1% | +8.7% | -29.8% | -24.7% |
| 6M | -45.5% | +48.3% | -93.8% | -56.4% |
| YTD | -8.2% | -1.6% | -6.5% | -13.3% |
| 1Y | +28.2% | -13.6% | +41.8% | +29.5% |
| 3Y | +1,366.1% | +20.2% | +1,345.9% | +1,051.1% |
| All | +1,046.2% | +87.3% | +958.9% | +592.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling