+504.1%
RKLB vs MTSI
+427.3%
+76.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +9.0% | +1.9% | +5.5% |
| 7D | +13.0% | +3.5% | +9.5% | +10.9% |
| 30D | -13.7% | -30.3% | +16.6% | +6.0% |
| 3M | -28.9% | -26.0% | -2.9% | -17.2% |
| 6M | -44.2% | -36.1% | -8.1% | -30.4% |
| YTD | -15.6% | +34.3% | -49.9% | -34.4% |
| 1Y | +14.0% | +35.3% | -21.3% | -11.1% |
| 3Y | +1,275.2% | +217.6% | +1,057.6% | +501.3% |
| 5Y | +296.6% | +210.1% | +86.5% | +63.7% |
| All | +504.1% | +427.3% | +76.8% | +142.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MTSI.
Daily Out/Under-Performance
Portfolio return minus MTSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTSI 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 MTSI 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