+204.4%
RKLB vs NDAQ
+52.5%
+151.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.4% | -3.5% |
| 7D | 0.0% | -1.6% | +1.5% | +1.2% |
| 30D | -21.2% | -1.5% | -19.7% | -20.4% |
| 3M | -41.7% | +8.0% | -49.8% | -47.8% |
| 6M | -11.8% | +7.7% | -19.5% | -21.4% |
| YTD | -9.6% | -2.3% | -7.3% | -11.8% |
| 1Y | +34.1% | +0.6% | +33.5% | +27.2% |
| 3Y | +917.3% | +90.9% | +826.3% | +396.1% |
| 5Y | +204.4% | +52.5% | +151.9% | +66.4% |
| All | +204.4% | +52.5% | +151.9% | +66.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling