+1,395.2%
RKLB vs NVDX
+772.1%
+623.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.7% |
| 7D | -2.0% | -10.2% | +8.2% | +0.8% |
| 30D | -22.4% | -7.3% | -15.1% | -21.2% |
| 3M | -45.2% | +5.5% | -50.7% | -46.4% |
| 6M | -12.5% | +18.3% | -30.8% | -17.4% |
| YTD | -9.8% | +11.4% | -21.2% | -14.1% |
| 1Y | +30.0% | +12.7% | +17.3% | +22.8% |
| All | +1,395.2% | +772.1% | +623.1% | +1,153.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 5y: compounded portfolio wealth divided by compounded NVDX 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…
5y analysis · Full analysis span regression · 6 months rolling