+546.0%
RKLB vs NTRS
+136.7%
+409.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.5% | +0.7% |
| 7D | -2.0% | +1.4% | -3.4% | -3.1% |
| 30D | -22.4% | -0.7% | -21.8% | -22.1% |
| 3M | -45.2% | +11.3% | -56.5% | -50.0% |
| 6M | -12.5% | +35.5% | -48.1% | -32.0% |
| YTD | -9.8% | +40.6% | -50.4% | -32.0% |
| 1Y | +30.0% | +49.2% | -19.2% | -5.9% |
| 3Y | +942.2% | +167.2% | +775.0% | +392.3% |
| 5Y | +236.8% | +94.9% | +141.9% | +92.6% |
| All | +546.0% | +136.7% | +409.3% | +226.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 NTRS 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