+308.8%
RKLB vs PBR
+552.2%
-243.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.4% | +1.8% |
| 7D | -2.0% | +5.4% | -7.4% | -3.1% |
| 30D | -22.4% | +22.9% | -45.3% | -25.7% |
| 3M | -45.2% | +19.6% | -64.8% | -47.4% |
| 6M | -12.5% | +16.5% | -29.0% | -16.1% |
| YTD | -9.8% | +86.7% | -96.4% | -22.1% |
| 1Y | +30.0% | +74.7% | -44.7% | +13.7% |
| 3Y | +942.2% | +102.6% | +839.6% | +774.6% |
| All | +308.8% | +552.2% | -243.4% | +245.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling