+559.5%
RKLB vs NDAQ
+149.3%
+410.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.9% | +2.6% | +2.3% |
| 7D | -0.2% | -2.4% | +2.2% | +1.9% |
| 30D | -14.1% | +2.5% | -16.6% | -16.2% |
| 3M | -46.4% | +9.9% | -56.4% | -52.5% |
| 6M | -10.6% | +9.4% | -20.1% | -21.0% |
| YTD | -7.9% | +0.4% | -8.3% | -12.2% |
| 1Y | +49.5% | +4.0% | +45.4% | +37.8% |
| 3Y | +913.6% | +94.4% | +819.2% | +405.4% |
| 5Y | +375.3% | +56.7% | +318.6% | +175.5% |
| All | +559.5% | +149.3% | +410.2% | +183.9% |
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