+547.3%
RKLB vs NRG
+332.7%
+214.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.6% | -0.7% | -2.5% |
| 7D | 0.0% | +3.9% | -3.9% | -2.0% |
| 30D | -21.2% | -3.0% | -18.2% | -20.4% |
| 3M | -41.7% | -10.9% | -30.8% | -39.9% |
| 6M | -11.8% | -25.3% | +13.5% | -1.7% |
| YTD | -9.6% | -26.8% | +17.3% | +1.0% |
| 1Y | +34.1% | -23.3% | +57.4% | +47.3% |
| 3Y | +917.3% | +208.6% | +708.7% | +471.0% |
| 5Y | +204.4% | +194.1% | +10.3% | +73.2% |
| All | +547.3% | +332.7% | +214.6% | +223.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling