+13.4%
RKLB vs NIO
-51.1%
+64.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +0.6% | +10.3% | +10.6% |
| 7D | +13.0% | +6.9% | +6.1% | +10.0% |
| 30D | -13.7% | -4.7% | -9.0% | -11.7% |
| 3M | -28.9% | -28.1% | -0.9% | -18.6% |
| 6M | -44.2% | -41.7% | -2.5% | -31.1% |
| YTD | -15.6% | -33.1% | +17.5% | +3.3% |
| All | +13.4% | -51.1% | +64.5% | +76.4% |
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