+336.5%
RKLB vs MSI
+100.4%
+236.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.1% | +3.6% | +3.0% |
| 7D | +5.3% | -5.8% | +11.1% | +8.3% |
| 30D | -20.5% | -1.0% | -19.5% | -20.3% |
| 3M | -42.0% | +14.2% | -56.2% | -46.3% |
| 6M | -6.0% | +1.0% | -7.1% | -8.0% |
| YTD | -5.6% | +21.5% | -27.0% | -19.7% |
| 1Y | +38.0% | -2.1% | +40.1% | +37.3% |
| 3Y | +962.4% | +69.3% | +893.1% | +557.0% |
| 5Y | +336.5% | +99.3% | +237.2% | +110.2% |
| All | +336.5% | +100.4% | +236.1% | +110.2% |
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