+1,120.0%
RKLB vs MSTR
+179.7%
+940.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -0.3% | +15.7% | +15.5% |
| 7D | -3.0% | -1.2% | -1.8% | -2.5% |
| 30D | -26.2% | -15.9% | -10.3% | -22.2% |
| 3M | -29.9% | +33.1% | -63.0% | -37.3% |
| 6M | -37.3% | -31.0% | -6.3% | -31.8% |
| YTD | -23.9% | -15.1% | -8.8% | -23.0% |
| 1Y | +7.0% | -45.6% | +52.6% | +21.1% |
| 3Y | +1,120.0% | +180.5% | +939.5% | +658.7% |
| All | +1,120.0% | +179.7% | +940.3% | +658.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling