+559.5%
RKLB vs NEE
+29.0%
+530.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.5% | +1.1% |
| 7D | -0.2% | +1.9% | -2.1% | -1.1% |
| 30D | -14.1% | -2.2% | -12.0% | -13.2% |
| 3M | -46.4% | -1.2% | -45.3% | -46.4% |
| 6M | -10.6% | -8.6% | -2.1% | -7.2% |
| YTD | -7.9% | +6.2% | -14.1% | -11.6% |
| 1Y | +49.5% | +21.1% | +28.4% | +34.3% |
| 3Y | +913.6% | +36.4% | +877.2% | +711.2% |
| 5Y | +375.3% | +11.4% | +363.9% | +328.2% |
| All | +559.5% | +29.0% | +530.5% | +454.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling