+296.6%
RKLB vs MSI
+123.5%
+173.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +2.6% | +8.3% | +9.7% |
| 7D | +13.0% | +8.3% | +4.7% | +8.5% |
| 30D | -13.7% | +18.9% | -32.6% | -21.0% |
| 3M | -28.9% | +13.2% | -42.2% | -33.6% |
| 6M | -44.2% | +38.3% | -82.5% | -53.5% |
| YTD | -15.6% | +38.9% | -54.5% | -33.7% |
| 1Y | +14.0% | +36.7% | -22.7% | -9.5% |
| 3Y | +1,275.2% | +76.6% | +1,198.7% | +741.0% |
| 5Y | +296.6% | +124.5% | +172.1% | +73.8% |
| All | +296.6% | +123.5% | +173.1% | +73.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling