+231.5%
RKLB vs NEM
+153.1%
+78.5%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.0% | +0.2% | -1.0% |
| 7D | -2.9% | -3.3% | +0.4% | -1.7% |
| 30D | -22.6% | +7.8% | -30.4% | -25.1% |
| 3M | -41.0% | +36.3% | -77.3% | -47.7% |
| 6M | -10.1% | +6.6% | -16.7% | -13.2% |
| YTD | -11.2% | +27.1% | -38.3% | -18.5% |
| 1Y | +34.2% | +62.3% | -28.1% | +14.9% |
| 3Y | +899.4% | +245.1% | +654.3% | +581.9% |
| 5Y | +231.5% | +154.0% | +77.5% | +142.6% |
| All | +231.5% | +153.1% | +78.5% | +142.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling