+535.9%
RKLB vs PANW
+584.3%
-48.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.0% | -2.8% | -2.3% |
| 7D | -2.9% | +2.0% | -4.9% | -3.9% |
| 30D | -22.6% | -11.8% | -10.8% | -18.0% |
| 3M | -41.0% | +28.6% | -69.6% | -48.9% |
| 6M | -10.1% | +104.4% | -114.5% | -40.2% |
| YTD | -11.2% | +83.8% | -94.9% | -38.0% |
| 1Y | +34.2% | +71.5% | -37.3% | -2.3% |
| 3Y | +899.4% | +172.2% | +727.2% | +444.4% |
| 5Y | +231.5% | +332.2% | -100.7% | +40.8% |
| All | +535.9% | +584.3% | -48.4% | +151.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling