+308.8%
RKLB vs NVO
-4.3%
+313.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.1% | +3.7% | +2.1% |
| 7D | -2.0% | -7.6% | +5.5% | -0.3% |
| 30D | -22.4% | -6.0% | -16.5% | -21.5% |
| 3M | -45.2% | -0.8% | -44.4% | -45.6% |
| 6M | -12.5% | +16.5% | -29.0% | -16.4% |
| YTD | -9.8% | -11.1% | +1.4% | -9.5% |
| 1Y | +30.0% | -16.7% | +46.7% | +31.8% |
| 3Y | +942.2% | -52.9% | +995.1% | +1,036.8% |
| All | +308.8% | -4.3% | +313.0% | +238.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVO.
Daily Out/Under-Performance
Portfolio return minus NVO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVO 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 NVO 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