+944.2%
RKLB vs NDAQ
+90.0%
+854.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.4% | -3.6% |
| 7D | 0.0% | -1.6% | +1.5% | +1.1% |
| 30D | -21.2% | -1.5% | -19.7% | -20.5% |
| 3M | -41.7% | +8.0% | -49.8% | -47.0% |
| 6M | -11.8% | +7.7% | -19.5% | -20.3% |
| YTD | -9.6% | -2.3% | -7.3% | -10.4% |
| 1Y | +34.1% | +0.6% | +33.5% | +28.8% |
| All | +944.2% | +90.0% | +854.2% | +450.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling