+825.1%
RKLB vs MSTZ
-99.2%
+924.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +8.2% | -5.7% | +4.1% |
| 7D | +5.3% | -25.4% | +30.7% | +0.9% |
| 30D | -20.5% | -60.9% | +40.4% | -31.5% |
| 3M | -42.0% | -54.2% | +12.1% | -45.3% |
| 6M | -6.0% | -65.0% | +58.9% | -9.0% |
| YTD | -5.6% | -76.5% | +70.9% | -6.5% |
| 1Y | +38.0% | -23.4% | +61.4% | +74.0% |
| All | +825.1% | -99.2% | +924.3% | +775.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling