-7.4%
RKLB vs PBR
+74.7%
-82.1%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -7.0% | +3.2% | -3.5% |
| 7D | -10.6% | -11.0% | +0.4% | -10.2% |
| 30D | -28.3% | -18.8% | -9.5% | -28.0% |
| 3M | -29.7% | +7.8% | -37.5% | -31.6% |
| 6M | -34.8% | -7.6% | -27.2% | -33.3% |
| YTD | -24.9% | +72.7% | -97.6% | -42.0% |
| 1Y | -7.4% | +72.9% | -80.4% | -30.4% |
| All | -7.4% | +74.7% | -82.1% | -30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 1y: compounded portfolio wealth divided by compounded PBR 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…
1y analysis · Full analysis span regression · 6 months rolling