+231.5%
RKLB vs NOK
+99.4%
+132.1%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.3% | -0.5% | -1.1% |
| 7D | -2.9% | +8.7% | -11.6% | -7.0% |
| 30D | -22.6% | +12.5% | -35.1% | -27.3% |
| 3M | -41.0% | -20.7% | -20.3% | -35.1% |
| 6M | -10.1% | +36.2% | -46.3% | -27.7% |
| YTD | -11.2% | +64.1% | -75.3% | -36.1% |
| 1Y | +34.2% | +132.4% | -98.2% | -24.5% |
| 3Y | +899.4% | +182.9% | +716.5% | +364.6% |
| 5Y | +231.5% | +102.8% | +128.7% | +96.6% |
| All | +231.5% | +99.4% | +132.1% | +96.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling