+38.0%
RKLB vs NIO
-37.4%
+75.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.3% | +2.8% | +2.6% |
| 7D | +5.3% | -6.7% | +12.0% | +7.6% |
| 30D | -20.5% | -20.0% | -0.4% | -14.6% |
| 3M | -42.0% | -30.5% | -11.6% | -35.0% |
| 6M | -6.0% | -20.7% | +14.7% | +3.5% |
| YTD | -5.6% | -25.7% | +20.1% | +5.4% |
| 1Y | +38.0% | -38.6% | +76.6% | +68.3% |
| All | +38.0% | -37.4% | +75.4% | +68.3% |
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 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