-7.4%
RKLB vs NI
+9.5%
-16.9%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.5% | -5.3% | -3.9% |
| 7D | -10.6% | +3.9% | -14.6% | -11.1% |
| 30D | -28.3% | +15.3% | -43.6% | -30.1% |
| 3M | -29.7% | +2.4% | -32.1% | -29.6% |
| 6M | -34.8% | -4.5% | -30.3% | -33.7% |
| YTD | -24.9% | +11.4% | -36.3% | -35.3% |
| 1Y | -7.4% | +8.5% | -15.9% | -18.1% |
| All | -7.4% | +9.5% | -16.9% | -18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 1y: compounded portfolio wealth divided by compounded NI 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…
1y analysis · Full analysis span regression · 6 months rolling