+308.8%
RKLB vs NVMI
+261.9%
+46.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.6% | 0.0% | +0.7% |
| 7D | -2.0% | -0.1% | -2.0% | -2.0% |
| 30D | -22.4% | -8.4% | -14.0% | -18.5% |
| 3M | -45.2% | -33.6% | -11.6% | -31.2% |
| 6M | -12.5% | -14.7% | +2.2% | -5.1% |
| YTD | -9.8% | +13.2% | -23.0% | -17.0% |
| 1Y | +30.0% | +29.0% | +1.0% | +11.6% |
| 3Y | +942.2% | +215.0% | +727.2% | +349.3% |
| All | +308.8% | +261.9% | +46.9% | +61.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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