+785.8%
RKLB vs MSTZ
-99.2%
+885.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +5.5% | -9.7% | -3.2% |
| 7D | 0.0% | -23.6% | +23.5% | -3.7% |
| 30D | -21.2% | -60.7% | +39.5% | -32.1% |
| 3M | -41.7% | -58.3% | +16.5% | -46.1% |
| 6M | -11.8% | -60.0% | +48.3% | -12.5% |
| YTD | -9.6% | -75.2% | +65.6% | -9.4% |
| 1Y | +34.1% | -19.9% | +54.0% | +70.7% |
| All | +785.8% | -99.2% | +885.0% | +747.7% |
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 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