+557.5%
RKLB vs NDAQ
+180.5%
+377.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -2.4% |
| 7D | +39.3% | +1.7% | +37.6% | +37.6% |
| 30D | -0.2% | +16.2% | -16.5% | -12.9% |
| 3M | -21.1% | +14.0% | -35.0% | -30.4% |
| 6M | -45.5% | +22.3% | -67.8% | -56.4% |
| YTD | -8.2% | +13.0% | -21.2% | -21.6% |
| 1Y | +28.2% | +24.0% | +4.2% | -0.2% |
| 3Y | +1,366.1% | +117.1% | +1,249.0% | +562.9% |
| 5Y | +345.9% | +67.5% | +278.3% | +139.2% |
| All | +557.5% | +180.5% | +377.0% | +153.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling