+402.4%
RKLB vs NU
+30.0%
+372.4%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.7% | +4.3% | +2.8% |
| 7D | -2.0% | -4.9% | +2.8% | +0.1% |
| 30D | -22.4% | +7.8% | -30.3% | -25.4% |
| 3M | -45.2% | +20.9% | -66.1% | -49.8% |
| 6M | -12.5% | +0.9% | -13.4% | -13.5% |
| YTD | -9.8% | -12.7% | +2.9% | -5.5% |
| 1Y | +30.0% | -6.4% | +36.4% | +32.7% |
| 3Y | +942.2% | +98.1% | +844.1% | +663.8% |
| All | +402.4% | +30.0% | +372.4% | +237.8% |
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