+764.2%
RKLB vs MSTZ
-99.2%
+863.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +4.9% | -8.9% | -3.0% |
| 7D | +15.9% | +30.8% | -14.8% | +22.2% |
| 30D | +4.0% | +41.2% | -37.2% | +13.9% |
| 3M | -23.2% | -60.9% | +37.7% | -30.4% |
| 6M | -50.4% | -15.7% | -34.8% | -43.6% |
| YTD | -11.8% | -75.2% | +63.4% | -6.9% |
| 1Y | +36.0% | -59.8% | +95.8% | +58.8% |
| All | +764.2% | -99.2% | +863.3% | +771.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling