+916.8%
RKLB vs MSTR
+312.1%
+604.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.4% | +2.1% | +1.1% |
| 7D | -0.2% | +12.2% | -12.4% | -4.2% |
| 30D | -14.1% | +45.2% | -59.3% | -24.7% |
| 3M | -46.4% | +10.4% | -56.8% | -49.0% |
| 6M | -10.6% | -2.5% | -8.2% | -11.3% |
| YTD | -7.9% | -6.0% | -1.9% | -9.0% |
| 1Y | +49.5% | -56.4% | +105.9% | +78.4% |
| All | +916.8% | +312.1% | +604.7% | +443.1% |
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 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