+547.3%
RKLB vs NVO
+54.3%
+492.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.3% | -2.9% | -3.9% |
| 7D | 0.0% | -4.7% | +4.7% | +1.1% |
| 30D | -21.2% | -5.4% | -15.8% | -20.3% |
| 3M | -41.7% | +7.0% | -48.7% | -43.3% |
| 6M | -11.8% | +17.6% | -29.4% | -16.0% |
| YTD | -9.6% | -8.0% | -1.5% | -10.0% |
| 1Y | +34.1% | -13.8% | +47.9% | +35.1% |
| 3Y | +917.3% | -50.3% | +967.5% | +1,000.4% |
| 5Y | +204.4% | +0.7% | +203.7% | +139.1% |
| All | +547.3% | +54.3% | +492.9% | +265.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling