+944.2%
RKLB vs NEM
+248.5%
+695.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.3% | -5.5% | -4.8% |
| 7D | 0.0% | +3.1% | -3.1% | -1.5% |
| 30D | -21.2% | +10.0% | -31.2% | -25.0% |
| 3M | -41.7% | +30.9% | -72.6% | -48.8% |
| 6M | -11.8% | +10.5% | -22.3% | -17.0% |
| YTD | -9.6% | +29.7% | -39.3% | -19.4% |
| 1Y | +34.1% | +71.1% | -37.0% | +9.1% |
| All | +944.2% | +248.5% | +695.7% | +555.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling