+546.0%
RKLB vs NEM
+162.5%
+383.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +1.4% |
| 7D | -2.0% | -1.0% | -1.0% | -1.7% |
| 30D | -22.4% | +7.8% | -30.3% | -24.9% |
| 3M | -45.2% | +30.2% | -75.4% | -50.3% |
| 6M | -12.5% | +9.6% | -22.1% | -16.0% |
| YTD | -9.8% | +27.8% | -37.6% | -17.0% |
| 1Y | +30.0% | +60.7% | -30.7% | +12.3% |
| 3Y | +942.2% | +245.3% | +696.9% | +623.8% |
| 5Y | +236.8% | +155.3% | +81.5% | +137.5% |
| All | +546.0% | +162.5% | +383.5% | +344.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NEM.
Daily Out/Under-Performance
Portfolio return minus NEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NEM 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 NEM 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