+1,379.7%
RKLB vs NDAQ
+118.0%
+1,261.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -2.5% |
| 7D | +39.3% | +1.7% | +37.6% | +37.9% |
| 30D | -0.2% | +16.2% | -16.5% | -11.1% |
| 3M | -21.1% | +14.0% | -35.0% | -29.0% |
| 6M | -45.5% | +22.3% | -67.8% | -55.1% |
| YTD | -8.2% | +13.0% | -21.2% | -18.7% |
| 1Y | +28.2% | +24.0% | +4.2% | +2.0% |
| All | +1,379.7% | +118.0% | +1,261.6% | +592.6% |
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