+546.0%
RKLB vs NVT
+659.1%
-113.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.6% | -3.0% | -1.8% |
| 7D | -2.0% | +4.1% | -6.1% | -4.9% |
| 30D | -22.4% | -5.1% | -17.3% | -19.7% |
| 3M | -45.2% | -1.2% | -44.0% | -45.3% |
| 6M | -12.5% | +46.6% | -59.1% | -35.7% |
| YTD | -9.8% | +60.0% | -69.8% | -37.8% |
| 1Y | +30.0% | +70.8% | -40.8% | -13.8% |
| 3Y | +942.2% | +187.5% | +754.7% | +345.4% |
| 5Y | +236.8% | +426.1% | -189.3% | -6.5% |
| All | +546.0% | +659.1% | -113.0% | +57.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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