+547.3%
RKLB vs NTR
+103.9%
+443.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | 0.0% | -4.3% | -4.3% |
| 7D | 0.0% | +0.5% | -0.6% | -0.2% |
| 30D | -21.2% | +21.7% | -42.9% | -26.6% |
| 3M | -41.7% | +22.8% | -64.5% | -46.3% |
| 6M | -11.8% | +8.2% | -20.0% | -15.5% |
| YTD | -9.6% | +32.9% | -42.5% | -20.2% |
| 1Y | +34.1% | +45.3% | -11.2% | +14.0% |
| 3Y | +917.3% | +41.7% | +875.6% | +754.5% |
| 5Y | +204.4% | +49.8% | +154.6% | +127.2% |
| All | +547.3% | +103.9% | +443.4% | +348.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling