+557.5%
RKLB vs MSI
+233.8%
+323.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -2.7% |
| 7D | +39.3% | +2.6% | +36.7% | +37.8% |
| 30D | -0.2% | +18.1% | -18.4% | -8.3% |
| 3M | -21.1% | +13.2% | -34.3% | -26.1% |
| 6M | -45.5% | +36.3% | -81.8% | -54.1% |
| YTD | -8.2% | +39.5% | -47.7% | -27.3% |
| 1Y | +28.2% | +36.9% | -8.7% | +2.7% |
| 3Y | +1,366.1% | +76.1% | +1,290.0% | +833.4% |
| 5Y | +345.9% | +123.7% | +222.1% | +115.9% |
| All | +557.5% | +233.8% | +323.7% | +122.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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