+231.5%
RKLB vs NVT
+399.9%
-168.4%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.1% | +0.4% | -0.2% |
| 7D | -2.9% | +2.0% | -4.9% | -4.4% |
| 30D | -22.6% | -7.2% | -15.4% | -18.3% |
| 3M | -41.0% | -0.9% | -40.1% | -41.3% |
| 6M | -10.1% | +42.6% | -52.7% | -33.6% |
| YTD | -11.2% | +52.9% | -64.1% | -37.8% |
| 1Y | +34.2% | +64.5% | -30.3% | -10.4% |
| 3Y | +899.4% | +178.0% | +721.4% | +310.2% |
| 5Y | +231.5% | +402.8% | -171.3% | -17.9% |
| All | +231.5% | +399.9% | -168.4% | -17.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling