+576.0%
RKLB vs NI
+106.5%
+469.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.2% | +1.3% | +1.9% |
| 7D | +5.3% | +2.3% | +3.0% | +4.1% |
| 30D | -20.5% | -1.7% | -18.8% | -19.8% |
| 3M | -42.0% | -8.0% | -34.0% | -39.9% |
| 6M | -6.0% | -8.6% | +2.6% | -2.3% |
| YTD | -5.6% | +2.3% | -7.9% | -8.1% |
| 1Y | +38.0% | +6.9% | +31.1% | +31.1% |
| 3Y | +962.4% | +70.6% | +891.9% | +724.8% |
| 5Y | +336.5% | +96.4% | +240.1% | +237.7% |
| All | +576.0% | +106.5% | +469.5% | +390.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling