+546.0%
RKLB vs NEE
+27.2%
+518.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.7% |
| 7D | -2.0% | -1.3% | -0.7% | -1.4% |
| 30D | -22.4% | -3.3% | -19.1% | -21.2% |
| 3M | -45.2% | -2.3% | -42.9% | -44.7% |
| 6M | -12.5% | -8.9% | -3.7% | -9.0% |
| YTD | -9.8% | +4.8% | -14.5% | -12.8% |
| 1Y | +30.0% | +18.7% | +11.3% | +18.0% |
| 3Y | +942.2% | +33.2% | +909.0% | +746.4% |
| 5Y | +236.8% | +10.9% | +226.0% | +204.5% |
| All | +546.0% | +27.2% | +518.8% | +446.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NEE.
Daily Out/Under-Performance
Portfolio return minus NEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NEE 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 10y: compounded portfolio wealth divided by compounded NEE 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…
10y analysis · Full analysis span regression · 6 months rolling