+559.5%
RKLB vs NIO
-93.3%
+652.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.6% | +2.3% | +1.2% |
| 7D | -0.2% | -13.0% | +12.8% | +4.2% |
| 30D | -14.1% | -18.3% | +4.2% | -8.5% |
| 3M | -46.4% | -33.2% | -13.2% | -39.1% |
| 6M | -10.6% | -21.5% | +10.8% | -4.5% |
| YTD | -7.9% | -25.5% | +17.6% | -0.5% |
| 1Y | +49.5% | -38.0% | +87.5% | +68.3% |
| 3Y | +913.6% | -65.5% | +979.0% | +1,144.7% |
| 5Y | +375.3% | -90.6% | +465.9% | +673.9% |
| All | +559.5% | -93.3% | +652.8% | +1,003.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling