+546.0%
RKLB vs NUE
+422.7%
+123.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.6% | 0.0% | +0.9% |
| 7D | -2.0% | -0.6% | -1.4% | -1.8% |
| 30D | -22.4% | -4.6% | -17.9% | -20.9% |
| 3M | -45.2% | -0.3% | -44.8% | -45.8% |
| 6M | -12.5% | +51.9% | -64.4% | -28.8% |
| YTD | -9.8% | +60.0% | -69.7% | -28.3% |
| 1Y | +30.0% | +82.9% | -52.9% | -2.7% |
| 3Y | +942.2% | +66.0% | +876.2% | +684.0% |
| 5Y | +236.8% | +149.0% | +87.9% | +116.8% |
| All | +546.0% | +422.7% | +123.3% | +251.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 NUE 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