+330.6%
RKLB vs NDAQ
+66.7%
+263.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.2% | -3.8% | -3.8% |
| 7D | +15.9% | +1.3% | +14.7% | +14.9% |
| 30D | +4.0% | +18.0% | -14.0% | -11.0% |
| 3M | -23.2% | +11.5% | -34.7% | -31.1% |
| 6M | -50.4% | +21.1% | -71.5% | -60.3% |
| YTD | -11.8% | +12.8% | -24.6% | -25.1% |
| 1Y | +36.0% | +25.7% | +10.3% | +2.7% |
| 3Y | +1,321.0% | +116.8% | +1,204.2% | +504.1% |
| All | +330.6% | +66.7% | +263.9% | +115.4% |
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