+547.3%
RKLB vs PBR
+627.8%
-80.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.5% | -4.7% | -4.3% |
| 7D | 0.0% | +0.3% | -0.4% | -0.1% |
| 30D | -21.2% | +17.5% | -38.7% | -23.4% |
| 3M | -41.7% | +20.9% | -62.6% | -43.9% |
| 6M | -11.8% | +20.2% | -32.0% | -15.3% |
| YTD | -9.6% | +84.3% | -93.9% | -19.9% |
| 1Y | +34.1% | +77.1% | -43.0% | +19.6% |
| 3Y | +917.3% | +100.8% | +816.4% | +781.9% |
| 5Y | +204.4% | +556.1% | -351.7% | +141.0% |
| All | +547.3% | +627.8% | -80.5% | +412.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling