+30.0%
RKLB vs MTZ
+26.3%
+3.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.5% | -1.9% | -0.9% |
| 7D | -2.0% | +1.4% | -3.4% | -3.0% |
| 30D | -22.4% | -14.5% | -8.0% | -13.6% |
| 3M | -45.2% | -32.9% | -12.2% | -29.3% |
| 6M | -12.5% | -20.8% | +8.3% | -4.8% |
| YTD | -9.8% | +10.6% | -20.4% | -31.5% |
| 1Y | +30.0% | +27.1% | +2.9% | -7.3% |
| All | +30.0% | +26.3% | +3.7% | -7.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling