+1,275.2%
RKLB vs NIO
-56.4%
+1,331.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +0.6% | +10.3% | +10.7% |
| 7D | +13.0% | +6.9% | +6.1% | +11.2% |
| 30D | -13.7% | -4.7% | -9.0% | -12.3% |
| 3M | -28.9% | -28.1% | -0.9% | -22.2% |
| 6M | -44.2% | -41.7% | -2.5% | -35.7% |
| YTD | -15.6% | -33.1% | +17.5% | -6.4% |
| 1Y | +14.0% | -50.3% | +64.3% | +35.7% |
| 3Y | +1,275.2% | -54.4% | +1,329.6% | +1,528.3% |
| All | +1,275.2% | -56.4% | +1,331.6% | +1,528.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling