+547.3%
RKLB vs NIO
-93.5%
+640.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.4% | -1.9% | -3.5% |
| 7D | 0.0% | -4.1% | +4.1% | +1.3% |
| 30D | -21.2% | -23.2% | +2.0% | -14.4% |
| 3M | -41.7% | -29.9% | -11.8% | -34.8% |
| 6M | -11.8% | -25.1% | +13.3% | -4.3% |
| YTD | -9.6% | -27.5% | +17.9% | -1.5% |
| 1Y | +34.1% | -41.1% | +75.2% | +53.6% |
| 3Y | +917.3% | -63.1% | +980.4% | +1,121.6% |
| 5Y | +204.4% | -90.4% | +294.8% | +394.6% |
| All | +547.3% | -93.5% | +640.8% | +992.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling