+231.5%
RKLB vs NSC
+44.4%
+187.2%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NSC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | -2.9% | -1.4% | -1.5% | -2.1% |
| 30D | -22.6% | -3.4% | -19.2% | -21.2% |
| 3M | -41.0% | +5.1% | -46.1% | -43.4% |
| 6M | -10.1% | +9.2% | -19.3% | -16.0% |
| YTD | -11.2% | +13.4% | -24.6% | -19.4% |
| 1Y | +34.2% | +20.8% | +13.4% | +16.7% |
| 3Y | +899.4% | +76.1% | +823.3% | +546.7% |
| 5Y | +231.5% | +45.3% | +186.2% | +193.4% |
| All | +231.5% | +44.4% | +187.2% | +193.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NSC.
Daily Out/Under-Performance
Portfolio return minus NSC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NSC 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 NSC 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