+504.1%
RKLB vs MSI
+232.3%
+271.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +2.6% | +8.3% | +9.7% |
| 7D | +13.0% | +8.3% | +4.7% | +8.6% |
| 30D | -13.7% | +18.9% | -32.6% | -21.0% |
| 3M | -28.9% | +13.2% | -42.2% | -33.5% |
| 6M | -44.2% | +38.3% | -82.5% | -53.3% |
| YTD | -15.6% | +38.9% | -54.5% | -33.1% |
| 1Y | +14.0% | +36.7% | -22.7% | -8.7% |
| 3Y | +1,275.2% | +76.6% | +1,198.7% | +771.8% |
| 5Y | +296.6% | +124.5% | +172.1% | +91.8% |
| All | +504.1% | +232.3% | +271.8% | +104.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling