+535.9%
RKLB vs NDAQ
+136.7%
+399.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.3% | +0.6% | +0.3% |
| 7D | -2.9% | -6.8% | +3.9% | +3.2% |
| 30D | -22.6% | -3.2% | -19.4% | -20.6% |
| 3M | -41.0% | +6.5% | -47.5% | -46.3% |
| 6M | -10.1% | +5.7% | -15.9% | -18.3% |
| YTD | -11.2% | -4.6% | -6.6% | -11.4% |
| 1Y | +34.2% | -1.6% | +35.8% | +29.9% |
| 3Y | +899.4% | +86.4% | +812.9% | +417.0% |
| 5Y | +231.5% | +50.3% | +181.2% | +99.7% |
| All | +535.9% | +136.7% | +399.1% | +186.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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