+559.5%
RKLB vs MSI
+193.8%
+365.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +1.1% |
| 7D | -0.2% | -3.7% | +3.5% | +1.6% |
| 30D | -14.1% | +6.8% | -20.9% | -17.4% |
| 3M | -46.4% | +14.3% | -60.7% | -50.5% |
| 6M | -10.6% | -1.6% | -9.1% | -10.9% |
| YTD | -7.9% | +22.8% | -30.7% | -22.2% |
| 1Y | +49.5% | -1.1% | +50.6% | +47.5% |
| 3Y | +913.6% | +70.5% | +843.1% | +530.6% |
| 5Y | +375.3% | +102.8% | +272.5% | +142.0% |
| All | +559.5% | +193.8% | +365.7% | +138.0% |
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