+578.9%
RKLB vs PCAR
+124.3%
+454.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.4% | +3.1% | +4.0% |
| 7D | +26.3% | +2.2% | +24.1% | +24.7% |
| 30D | +0.7% | +0.3% | +0.3% | 0.0% |
| 3M | -17.3% | -17.9% | +0.6% | -6.6% |
| 6M | -43.6% | -3.4% | -40.2% | -43.5% |
| YTD | -5.2% | -0.1% | -5.1% | -7.1% |
| 1Y | +29.1% | +13.4% | +15.7% | +16.4% |
| 3Y | +1,413.7% | +37.2% | +1,376.5% | +1,045.6% |
| 5Y | +364.9% | +117.3% | +247.5% | +158.8% |
| All | +578.9% | +124.3% | +454.6% | +279.2% |
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