+336.5%
RKLB vs NIO
-90.3%
+426.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.3% | +2.8% | +2.6% |
| 7D | +5.3% | -6.7% | +12.0% | +7.7% |
| 30D | -20.5% | -20.0% | -0.4% | -14.5% |
| 3M | -42.0% | -30.5% | -11.6% | -34.6% |
| 6M | -6.0% | -20.7% | +14.7% | +0.4% |
| YTD | -5.6% | -25.7% | +20.1% | +2.4% |
| 1Y | +38.0% | -38.6% | +76.6% | +56.7% |
| 3Y | +962.4% | -62.3% | +1,024.7% | +1,180.0% |
| 5Y | +336.5% | -90.1% | +426.6% | +655.0% |
| All | +336.5% | -90.3% | +426.8% | +655.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling