+944.2%
RKLB vs NEE
+34.9%
+909.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.4% | -2.8% | -3.9% |
| 7D | 0.0% | -0.5% | +0.5% | +0.1% |
| 30D | -21.2% | -1.7% | -19.5% | -20.8% |
| 3M | -41.7% | -1.8% | -39.9% | -41.5% |
| 6M | -11.8% | -8.8% | -2.9% | -9.6% |
| YTD | -9.6% | +5.2% | -14.8% | -11.4% |
| 1Y | +34.1% | +21.3% | +12.8% | +26.6% |
| All | +944.2% | +34.9% | +909.4% | +706.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling