+204.4%
RKLB vs PBF
+817.4%
-613.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.3% | -3.9% | -4.2% |
| 7D | 0.0% | +1.4% | -1.4% | -0.2% |
| 30D | -21.2% | +15.8% | -37.0% | -22.2% |
| 3M | -41.7% | +90.3% | -132.0% | -44.9% |
| 6M | -11.8% | +102.8% | -114.6% | -18.1% |
| YTD | -9.6% | +187.3% | -196.9% | -19.6% |
| 1Y | +34.1% | +161.8% | -127.7% | +19.6% |
| 3Y | +917.3% | +55.5% | +861.8% | +823.0% |
| 5Y | +204.4% | +801.9% | -597.5% | +176.0% |
| All | +204.4% | +817.4% | -613.0% | +176.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling