+308.8%
RKLB vs NRG
+194.8%
+114.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.6% | 0.0% | +0.8% |
| 7D | -2.0% | -4.7% | +2.6% | +0.4% |
| 30D | -22.4% | -6.0% | -16.5% | -20.3% |
| 3M | -45.2% | -8.0% | -37.2% | -44.4% |
| 6M | -12.5% | -23.2% | +10.6% | -3.6% |
| YTD | -9.8% | -28.1% | +18.3% | +2.1% |
| 1Y | +30.0% | -27.3% | +57.2% | +47.5% |
| 3Y | +942.2% | +208.7% | +733.6% | +450.2% |
| All | +308.8% | +194.8% | +114.0% | +103.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 NRG 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