+38.0%
RKLB vs MSTR
-58.4%
+96.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -4.4% | +6.9% | +4.6% |
| 7D | +5.3% | +9.3% | -4.0% | -0.1% |
| 30D | -20.5% | +36.5% | -57.0% | -34.3% |
| 3M | -42.0% | +7.3% | -49.4% | -45.9% |
| 6M | -6.0% | +2.2% | -8.3% | -8.6% |
| YTD | -5.6% | -10.2% | +4.6% | -4.0% |
| 1Y | +38.0% | -58.6% | +96.6% | +87.1% |
| All | +38.0% | -58.4% | +96.4% | +87.1% |
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