+925.8%
RKLB vs NVS
+54.6%
+871.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | -2.9% | -15.7% | +12.8% | +1.6% |
| 30D | -22.6% | -11.1% | -11.5% | -20.7% |
| 3M | -41.0% | -7.2% | -33.8% | -40.6% |
| 6M | -10.1% | -12.3% | +2.2% | -7.8% |
| YTD | -11.2% | +2.8% | -13.9% | -12.5% |
| 1Y | +34.2% | +11.9% | +22.3% | +29.6% |
| All | +925.8% | +54.6% | +871.2% | +768.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling