+1,286.2%
RKLB vs NXT
+171.8%
+1,114.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.6% | -0.6% | -3.3% |
| 7D | 0.0% | -0.2% | +0.2% | 0.0% |
| 30D | -21.2% | -20.0% | -1.2% | -16.5% |
| 3M | -41.7% | -30.9% | -10.8% | -36.0% |
| 6M | -11.8% | -23.8% | +12.1% | -4.3% |
| YTD | -9.6% | -5.4% | -4.1% | -5.8% |
| 1Y | +34.1% | +28.0% | +6.1% | +35.7% |
| 3Y | +917.3% | +93.3% | +823.9% | +831.2% |
| All | +1,286.2% | +171.8% | +1,114.4% | +1,004.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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