+559.5%
RKLB vs PBF
+863.6%
-304.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +2.0% | +0.8% |
| 7D | -0.2% | +4.3% | -4.5% | -0.5% |
| 30D | -14.1% | +22.0% | -36.1% | -15.3% |
| 3M | -46.4% | +74.5% | -120.9% | -48.6% |
| 6M | -10.6% | +67.7% | -78.3% | -14.7% |
| YTD | -7.9% | +179.2% | -187.1% | -16.1% |
| 1Y | +49.5% | +170.0% | -120.5% | +35.8% |
| 3Y | +913.6% | +66.4% | +847.2% | +829.6% |
| 5Y | +375.3% | +764.5% | -389.2% | +311.4% |
| All | +559.5% | +863.6% | -304.1% | +488.8% |
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