+557.5%
RKLB vs PBF
+824.1%
-266.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.2% | -5.4% | -3.3% |
| 7D | +39.3% | +4.3% | +35.0% | +38.9% |
| 30D | -0.2% | -21.8% | +21.6% | +1.3% |
| 3M | -21.1% | +1.7% | -22.8% | -21.4% |
| 6M | -45.5% | +69.8% | -115.3% | -47.8% |
| YTD | -8.2% | +167.7% | -175.9% | -16.3% |
| 1Y | +28.2% | +89.0% | -60.7% | +20.4% |
| 3Y | +1,366.1% | +78.8% | +1,287.4% | +1,233.4% |
| 5Y | +345.9% | +415.4% | -69.6% | +287.5% |
| All | +557.5% | +824.1% | -266.5% | +487.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PBF.
Daily Out/Under-Performance
Portfolio return minus PBF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBF 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 10y: compounded portfolio wealth divided by compounded PBF 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…
10y analysis · Full analysis span regression · 6 months rolling