+546.0%
RKLB vs MTZ
+313.2%
+232.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.5% | -1.9% | -0.5% |
| 7D | -2.0% | +1.4% | -3.4% | -2.8% |
| 30D | -22.4% | -14.5% | -8.0% | -15.2% |
| 3M | -45.2% | -32.9% | -12.2% | -32.3% |
| 6M | -12.5% | -20.8% | +8.3% | -1.6% |
| YTD | -9.8% | +10.6% | -20.4% | -16.7% |
| 1Y | +30.0% | +27.1% | +2.9% | +12.2% |
| 3Y | +942.2% | +166.1% | +776.1% | +521.7% |
| 5Y | +236.8% | +170.7% | +66.1% | +89.7% |
| All | +546.0% | +313.2% | +232.8% | +253.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MTZ.
Daily Out/Under-Performance
Portfolio return minus MTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTZ 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 MTZ 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