+504.1%
RKLB vs PCAR
+118.6%
+385.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +3.7% | +7.2% | +8.6% |
| 7D | +13.0% | +2.9% | +10.1% | +10.8% |
| 30D | -13.7% | -2.1% | -11.6% | -13.0% |
| 3M | -28.9% | -20.4% | -8.6% | -18.2% |
| 6M | -44.2% | -7.0% | -37.2% | -42.7% |
| YTD | -15.6% | -2.6% | -13.0% | -16.0% |
| 1Y | +14.0% | +9.8% | +4.2% | +4.9% |
| 3Y | +1,275.2% | +37.3% | +1,238.0% | +937.5% |
| 5Y | +296.6% | +116.4% | +180.2% | +122.0% |
| All | +504.1% | +118.6% | +385.4% | +242.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PCAR.
Daily Out/Under-Performance
Portfolio return minus PCAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCAR 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 10y: compounded portfolio wealth divided by compounded PCAR 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…
10y analysis · Full analysis span regression · 6 months rolling