+770.2%
RKLB vs MSTZ
-99.1%
+869.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +6.6% | -8.3% | -0.5% |
| 7D | -2.9% | +24.8% | -27.7% | +1.5% |
| 30D | -22.6% | -59.2% | +36.7% | -32.8% |
| 3M | -41.0% | -56.9% | +15.8% | -45.1% |
| 6M | -10.1% | -57.6% | +47.5% | -9.7% |
| YTD | -11.2% | -73.6% | +62.4% | -9.9% |
| 1Y | +34.2% | -15.6% | +49.8% | +72.8% |
| All | +770.2% | -99.1% | +869.3% | +743.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling