+546.0%
RKLB vs NVS
+96.0%
+450.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.7% |
| 7D | -2.0% | -14.3% | +12.2% | +2.7% |
| 30D | -22.4% | -10.0% | -12.5% | -20.5% |
| 3M | -45.2% | -10.9% | -34.3% | -43.6% |
| 6M | -12.5% | -12.0% | -0.6% | -9.4% |
| YTD | -9.8% | +2.5% | -12.3% | -11.6% |
| 1Y | +30.0% | +10.7% | +19.3% | +23.8% |
| 3Y | +942.2% | +53.3% | +888.9% | +753.0% |
| 5Y | +236.8% | +93.6% | +143.2% | +149.6% |
| All | +546.0% | +96.0% | +450.0% | +347.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 10y: compounded portfolio wealth divided by compounded NVS 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…
10y analysis · Full analysis span regression · 6 months rolling