-7.4%
RKLB vs NIO
-54.1%
+46.7%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.4% | -7.2% | -5.2% |
| 7D | -10.6% | -0.6% | -10.0% | -10.4% |
| 30D | -28.3% | -3.5% | -24.8% | -27.2% |
| 3M | -29.7% | -30.7% | +1.0% | -18.4% |
| 6M | -34.8% | -45.6% | +10.8% | -17.4% |
| YTD | -24.9% | -35.3% | +10.4% | -7.4% |
| 1Y | -7.4% | -53.9% | +46.5% | +29.8% |
| All | -7.4% | -54.1% | +46.7% | +29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 NIO 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