+330.6%
RKLB vs NEE
+12.0%
+318.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.2% | -3.8% | -3.9% |
| 7D | +15.9% | -2.1% | +18.0% | +17.0% |
| 30D | +4.0% | +8.6% | -4.6% | -0.7% |
| 3M | -23.2% | -0.3% | -22.9% | -23.5% |
| 6M | -50.4% | -8.9% | -41.5% | -48.6% |
| YTD | -11.8% | +8.3% | -20.1% | -16.8% |
| 1Y | +36.0% | +4.3% | +31.7% | +30.5% |
| 3Y | +1,321.0% | +70.7% | +1,250.3% | +864.0% |
| All | +330.6% | +12.0% | +318.6% | +282.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling