+802.5%
RKLB vs MSTZ
-99.3%
+901.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.6% | -1.9% | +1.2% |
| 7D | -0.2% | -29.7% | +29.5% | -5.3% |
| 30D | -14.1% | -65.3% | +51.2% | -27.7% |
| 3M | -46.4% | -57.3% | +10.9% | -49.9% |
| 6M | -10.6% | -61.6% | +51.0% | -12.1% |
| YTD | -7.9% | -78.3% | +70.4% | -10.1% |
| 1Y | +49.5% | -30.2% | +79.7% | +85.3% |
| All | +802.5% | -99.3% | +901.8% | +741.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling