+546.0%
RKLB vs NOK
+207.5%
+338.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.8% | -3.2% | -0.1% |
| 7D | -2.0% | +11.0% | -13.0% | -5.6% |
| 30D | -22.4% | +7.8% | -30.3% | -24.5% |
| 3M | -45.2% | -21.0% | -24.1% | -41.3% |
| 6M | -12.5% | +40.9% | -53.4% | -23.9% |
| YTD | -9.8% | +72.0% | -81.8% | -26.9% |
| 1Y | +30.0% | +140.9% | -110.9% | -7.5% |
| 3Y | +942.2% | +194.3% | +748.0% | +578.1% |
| 5Y | +236.8% | +112.5% | +124.3% | +134.9% |
| All | +546.0% | +207.5% | +338.6% | +350.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NOK.
Daily Out/Under-Performance
Portfolio return minus NOK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOK 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 10y: compounded portfolio wealth divided by compounded NOK 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…
10y analysis · Full analysis span regression · 6 months rolling