+944.2%
RKLB vs NU
+112.8%
+831.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.2% | -2.1% | -3.1% |
| 7D | 0.0% | -2.6% | +2.5% | +1.4% |
| 30D | -21.2% | +8.2% | -29.4% | -25.1% |
| 3M | -41.7% | +26.3% | -68.0% | -48.9% |
| 6M | -11.8% | +2.2% | -14.0% | -13.9% |
| YTD | -9.6% | -10.4% | +0.8% | -5.7% |
| 1Y | +34.1% | -3.0% | +37.1% | +34.7% |
| All | +944.2% | +112.8% | +831.4% | +578.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling