+576.0%
RKLB vs NVT
+660.0%
-83.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +4.2% | -1.7% | -0.5% |
| 7D | +5.3% | +10.4% | -5.0% | -2.0% |
| 30D | -20.5% | -1.3% | -19.2% | -20.0% |
| 3M | -42.0% | -0.6% | -41.4% | -42.4% |
| 6M | -6.0% | +53.8% | -59.8% | -33.4% |
| YTD | -5.6% | +60.2% | -65.8% | -34.9% |
| 1Y | +38.0% | +76.8% | -38.8% | -10.7% |
| 3Y | +962.4% | +191.2% | +771.2% | +349.9% |
| 5Y | +336.5% | +430.9% | -94.4% | +20.9% |
| All | +576.0% | +660.0% | -83.9% | +64.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling