+875.7%
NVDA vs RKLB
+205.5%
+670.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.8% | -0.5% | -1.8% |
| 7D | -4.3% | -2.9% | -1.4% | -3.7% |
| 30D | +0.5% | -22.6% | +23.1% | +6.7% |
| 3M | +9.1% | -41.0% | +50.1% | +21.4% |
| 6M | +18.5% | -10.1% | +28.6% | +13.9% |
| YTD | +17.4% | -11.2% | +28.5% | +11.3% |
| 1Y | +23.4% | +34.2% | -10.8% | +1.4% |
| 3Y | +380.6% | +899.4% | -518.8% | +85.0% |
| 5Y | +875.7% | +231.5% | +644.2% | +331.0% |
| All | +875.7% | +205.5% | +670.2% | +331.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RKLB.
Daily Out/Under-Performance
Portfolio return minus RKLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKLB 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 RKLB 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