+1,353.8%
RKLB vs NXT
+231.9%
+1,122.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.8% | +4.7% | +5.3% |
| 7D | +26.3% | -5.7% | +32.0% | +28.6% |
| 30D | +0.7% | +18.5% | -17.9% | -4.3% |
| 3M | -17.3% | -4.1% | -13.2% | -17.0% |
| 6M | -43.6% | -20.3% | -23.3% | -40.7% |
| YTD | -5.2% | +15.5% | -20.6% | -6.7% |
| 1Y | +29.1% | -5.0% | +34.0% | +30.8% |
| 3Y | +1,413.7% | +191.6% | +1,222.1% | +1,133.7% |
| All | +1,353.8% | +231.9% | +1,122.0% | +992.9% |
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