+535.9%
RKLB vs PBF
+899.1%
-363.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.7% | -2.5% | -1.8% |
| 7D | -2.9% | +2.3% | -5.2% | -3.1% |
| 30D | -22.6% | +11.6% | -34.1% | -23.2% |
| 3M | -41.0% | +81.7% | -122.8% | -43.6% |
| 6M | -10.1% | +96.4% | -106.6% | -15.2% |
| YTD | -11.2% | +189.5% | -200.7% | -19.3% |
| 1Y | +34.2% | +180.7% | -146.5% | +21.6% |
| 3Y | +899.4% | +56.6% | +842.7% | +821.6% |
| 5Y | +231.5% | +802.0% | -570.5% | +186.3% |
| All | +535.9% | +899.1% | -363.2% | +466.3% |
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