+576.0%
RKLB vs NUE
+416.6%
+159.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.8% | +4.3% | +3.3% |
| 7D | +5.3% | +1.8% | +3.5% | +4.4% |
| 30D | -20.5% | -6.0% | -14.5% | -18.3% |
| 3M | -42.0% | +1.4% | -43.5% | -43.2% |
| 6M | -6.0% | +52.8% | -58.9% | -23.7% |
| YTD | -5.6% | +58.1% | -63.7% | -24.6% |
| 1Y | +38.0% | +80.4% | -42.4% | +3.9% |
| 3Y | +962.4% | +62.3% | +900.1% | +707.2% |
| 5Y | +336.5% | +146.2% | +190.3% | +182.6% |
| All | +576.0% | +416.6% | +159.4% | +269.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling