+391.1%
RKLB vs NU
+17.5%
+373.6%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +11.7% | -15.7% | -8.9% |
| 7D | +15.9% | +9.9% | +6.0% | +10.9% |
| 30D | +4.0% | -11.5% | +15.4% | +7.8% |
| 3M | -23.2% | -5.1% | -18.1% | -23.6% |
| 6M | -50.4% | +3.1% | -53.6% | -52.5% |
| YTD | -11.8% | -21.0% | +9.2% | -5.7% |
| 1Y | +36.0% | -15.2% | +51.2% | +41.2% |
| 3Y | +1,321.0% | +56.4% | +1,264.6% | +1,021.9% |
| All | +391.1% | +17.5% | +373.6% | +237.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NU.
Daily Out/Under-Performance
Portfolio return minus NU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NU 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 10y: compounded portfolio wealth divided by compounded NU 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…
10y analysis · Full analysis span regression · 6 months rolling