+925.8%
RKLB vs NI
+69.0%
+856.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.4% |
| 7D | -2.9% | -0.6% | -2.3% | -2.5% |
| 30D | -22.6% | -1.4% | -21.2% | -21.8% |
| 3M | -41.0% | -10.6% | -30.4% | -36.9% |
| 6M | -10.1% | -9.9% | -0.2% | -4.8% |
| YTD | -11.2% | +1.2% | -12.3% | -14.7% |
| 1Y | +34.2% | +4.4% | +29.8% | +25.3% |
| All | +925.8% | +69.0% | +856.9% | +586.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling