+531.5%
RKLB vs NEE
+31.6%
+499.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -0.6% |
| 3M | -23.2% | -0.3% | -22.9% | -23.6% |
| 6M | -50.4% | -8.9% | -41.5% | -48.7% |
| YTD | -11.8% | +8.3% | -20.1% | -16.6% |
| 1Y | +36.0% | +4.3% | +31.7% | +30.6% |
| 3Y | +1,321.0% | +70.7% | +1,250.3% | +887.4% |
| 5Y | +328.2% | +12.8% | +315.4% | +278.9% |
| All | +531.5% | +31.6% | +499.9% | +422.4% |
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