+231.5%
RKLB vs MTZ
+156.0%
+75.5%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.5% | +1.8% | +0.4% |
| 7D | -2.9% | 0.0% | -2.9% | -2.9% |
| 30D | -22.6% | -14.8% | -7.7% | -14.6% |
| 3M | -41.0% | -30.8% | -10.2% | -27.6% |
| 6M | -10.1% | -22.6% | +12.5% | +3.1% |
| YTD | -11.2% | +6.8% | -18.0% | -17.2% |
| 1Y | +34.2% | +22.1% | +12.1% | +16.5% |
| 3Y | +899.4% | +153.1% | +746.2% | +484.9% |
| 5Y | +231.5% | +161.4% | +70.1% | +74.6% |
| All | +231.5% | +156.0% | +75.5% | +74.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling