+578.9%
RKLB vs MSI
+236.9%
+342.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.5% | +4.0% | +4.8% |
| 7D | +26.3% | +7.7% | +18.6% | +21.7% |
| 30D | +0.7% | +19.9% | -19.2% | -8.1% |
| 3M | -17.3% | +14.9% | -32.3% | -23.2% |
| 6M | -43.6% | +37.2% | -80.9% | -52.7% |
| YTD | -5.2% | +40.8% | -46.0% | -25.3% |
| 1Y | +29.1% | +38.1% | -9.0% | +3.0% |
| 3Y | +1,413.7% | +77.7% | +1,336.0% | +859.5% |
| 5Y | +364.9% | +129.0% | +235.8% | +122.8% |
| All | +578.9% | +236.9% | +342.0% | +128.5% |
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