+546.0%
RKLB vs NI
+104.1%
+441.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | -2.0% | 0.0% | -2.1% | -2.0% |
| 30D | -22.4% | -1.4% | -21.1% | -21.9% |
| 3M | -45.2% | -10.6% | -34.6% | -42.2% |
| 6M | -12.5% | -9.3% | -3.2% | -8.7% |
| YTD | -9.8% | +1.1% | -10.9% | -11.6% |
| 1Y | +30.0% | +3.4% | +26.6% | +25.8% |
| 3Y | +942.2% | +67.9% | +874.3% | +715.5% |
| 5Y | +236.8% | +98.0% | +138.9% | +160.9% |
| All | +546.0% | +104.1% | +441.9% | +371.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling