+531.5%
RKLB vs PBF
+828.2%
-296.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.5% | -4.4% | -4.0% |
| 7D | +15.9% | +6.5% | +9.5% | +15.4% |
| 30D | +4.0% | -20.0% | +24.0% | +5.4% |
| 3M | -23.2% | -3.3% | -19.8% | -23.3% |
| 6M | -50.4% | +76.8% | -127.2% | -52.7% |
| YTD | -11.8% | +168.9% | -180.7% | -19.7% |
| 1Y | +36.0% | +96.4% | -60.4% | +27.2% |
| 3Y | +1,321.0% | +77.2% | +1,243.8% | +1,193.4% |
| 5Y | +328.2% | +417.7% | -89.6% | +272.0% |
| All | +531.5% | +828.2% | -296.8% | +463.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling