+395.8%
RKLB vs NVTS
-17.0%
+412.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.3% | -0.9% | -3.5% |
| 7D | 0.0% | +3.5% | -3.5% | -0.8% |
| 30D | -21.2% | -11.9% | -9.3% | -19.1% |
| 3M | -41.7% | -49.2% | +7.5% | -33.1% |
| 6M | -11.8% | +38.4% | -50.2% | -19.6% |
| YTD | -9.6% | +62.5% | -72.1% | -20.5% |
| 1Y | +34.1% | +101.4% | -67.3% | +11.8% |
| 3Y | +917.3% | +40.4% | +876.8% | +721.2% |
| All | +395.8% | -17.0% | +412.9% | +355.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVTS.
Daily Out/Under-Performance
Portfolio return minus NVTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVTS 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 NVTS 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