-7.4%
RKLB vs MSTZ
-63.1%
+55.6%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -9.6% | +5.8% | -6.0% |
| 7D | -10.6% | +0.7% | -11.4% | -9.9% |
| 30D | -28.3% | +16.6% | -44.9% | -23.7% |
| 3M | -29.7% | -74.7% | +45.0% | -45.3% |
| 6M | -34.8% | -43.9% | +9.1% | -28.8% |
| YTD | -24.9% | -84.0% | +59.1% | -26.5% |
| 1Y | -7.4% | -65.1% | +57.7% | +25.4% |
| All | -7.4% | -63.1% | +55.6% | +25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTZ.
Daily Out/Under-Performance
Portfolio return minus MSTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTZ 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 MSTZ 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