+308.8%
RKLB vs NI
+96.9%
+211.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -21.8% |
| 3M | -45.2% | -10.6% | -34.6% | -42.0% |
| 6M | -12.5% | -9.3% | -3.2% | -8.4% |
| YTD | -9.8% | +1.1% | -10.9% | -11.9% |
| 1Y | +30.0% | +3.4% | +26.6% | +25.1% |
| 3Y | +942.2% | +67.9% | +874.3% | +688.8% |
| All | +308.8% | +96.9% | +211.9% | +264.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling