+412.8%
RKLB vs NU
+36.6%
+376.2%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.0% | +2.7% | +1.6% |
| 7D | -0.2% | +7.5% | -7.7% | -3.4% |
| 30D | -14.1% | +6.1% | -20.3% | -16.9% |
| 3M | -46.4% | +26.8% | -73.2% | -51.9% |
| 6M | -10.6% | +2.5% | -13.1% | -12.3% |
| YTD | -7.9% | -8.2% | +0.3% | -5.6% |
| 1Y | +49.5% | +3.4% | +46.1% | +46.3% |
| 3Y | +913.6% | +116.2% | +797.4% | +614.1% |
| All | +412.8% | +36.6% | +376.2% | +237.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling