+308.8%
RKLB vs PANW
+320.3%
-11.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.3% | +3.9% | +2.9% |
| 7D | -2.0% | -0.8% | -1.3% | -1.6% |
| 30D | -22.4% | -14.6% | -7.9% | -16.1% |
| 3M | -45.2% | +18.3% | -63.4% | -50.8% |
| 6M | -12.5% | +100.5% | -113.0% | -43.0% |
| YTD | -9.8% | +79.5% | -89.3% | -38.0% |
| 1Y | +30.0% | +66.7% | -36.7% | -6.3% |
| 3Y | +942.2% | +161.2% | +781.0% | +445.0% |
| All | +308.8% | +320.3% | -11.5% | +54.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PANW.
Daily Out/Under-Performance
Portfolio return minus PANW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PANW 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 PANW 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