+546.0%
RKLB vs NLY
+42.0%
+504.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +2.0% |
| 7D | -2.0% | -4.0% | +2.0% | +1.2% |
| 30D | -22.4% | -5.2% | -17.2% | -19.1% |
| 3M | -45.2% | +2.8% | -48.0% | -46.6% |
| 6M | -12.5% | +4.2% | -16.7% | -15.1% |
| YTD | -9.8% | +4.7% | -14.4% | -12.3% |
| 1Y | +30.0% | +12.7% | +17.2% | +19.1% |
| 3Y | +942.2% | +62.5% | +879.7% | +634.4% |
| 5Y | +236.8% | +26.3% | +210.5% | +169.3% |
| All | +546.0% | +42.0% | +504.1% | +425.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NLY.
Daily Out/Under-Performance
Portfolio return minus NLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NLY 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 NLY 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