+531.5%
RKLB vs NTAP
+283.5%
+248.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.5% | -1.4% | -2.4% |
| 7D | +15.9% | +7.2% | +8.7% | +11.2% |
| 30D | +4.0% | -18.4% | +22.3% | +18.8% |
| 3M | -23.2% | -11.3% | -11.9% | -16.9% |
| 6M | -50.4% | +53.8% | -104.2% | -64.2% |
| YTD | -11.8% | +72.0% | -83.8% | -41.3% |
| 1Y | +36.0% | +68.0% | -32.1% | -7.7% |
| 3Y | +1,321.0% | +149.5% | +1,171.5% | +597.3% |
| 5Y | +328.2% | +125.6% | +202.6% | +116.0% |
| All | +531.5% | +283.5% | +248.0% | +177.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NTAP.
Daily Out/Under-Performance
Portfolio return minus NTAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTAP 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 NTAP 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