-7.4%
RKLB vs MSTR
-44.1%
+36.7%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +5.1% | -8.9% | -6.1% |
| 7D | -10.6% | -1.8% | -8.8% | -10.0% |
| 30D | -28.3% | -13.3% | -15.0% | -23.7% |
| 3M | -29.7% | +46.0% | -75.7% | -45.0% |
| 6M | -34.8% | -22.4% | -12.3% | -28.4% |
| YTD | -24.9% | -6.2% | -18.7% | -25.7% |
| 1Y | -7.4% | -42.3% | +34.9% | +25.9% |
| All | -7.4% | -44.1% | +36.7% | +25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTR.
Daily Out/Under-Performance
Portfolio return minus MSTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTR 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 1y: compounded portfolio wealth divided by compounded MSTR 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…
1y analysis · Full analysis span regression · 6 months rolling