+308.8%
RKLB vs NVS
+92.9%
+215.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.7% |
| 7D | -2.0% | -14.3% | +12.2% | +2.9% |
| 30D | -22.4% | -10.0% | -12.5% | -20.4% |
| 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% | -11.8% |
| 1Y | +30.0% | +10.7% | +19.3% | +23.4% |
| 3Y | +942.2% | +53.3% | +888.9% | +738.7% |
| All | +308.8% | +92.9% | +215.8% | +187.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling