+308.8%
RKLB vs NTR
+45.7%
+263.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.7% |
| 7D | -2.0% | -1.3% | -0.8% | -1.6% |
| 30D | -22.4% | +16.8% | -39.2% | -26.4% |
| 3M | -45.2% | +20.7% | -65.9% | -48.9% |
| 6M | -12.5% | +0.5% | -13.1% | -13.7% |
| YTD | -9.8% | +29.2% | -38.9% | -18.9% |
| 1Y | +30.0% | +39.6% | -9.6% | +13.3% |
| 3Y | +942.2% | +37.9% | +904.3% | +792.9% |
| All | +308.8% | +45.7% | +263.1% | +242.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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