+255.2%
RKLB vs MSTR
+53.1%
+202.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -21.8% |
| 3M | -29.9% | +33.1% | -63.0% | -38.1% |
| 6M | -37.3% | -31.0% | -6.3% | -31.1% |
| YTD | -23.9% | -15.1% | -8.8% | -23.1% |
| 1Y | +7.0% | -45.6% | +52.6% | +24.2% |
| 3Y | +1,120.0% | +180.5% | +939.5% | +537.0% |
| All | +255.2% | +53.1% | +202.1% | +119.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling