+38.0%
RKLB vs PCAR
+26.5%
+11.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.8% | +4.3% | +3.6% |
| 7D | +5.3% | 0.0% | +5.3% | +5.2% |
| 30D | -20.5% | -7.7% | -12.7% | -16.5% |
| 3M | -42.0% | +3.7% | -45.7% | -44.2% |
| 6M | -6.0% | +2.3% | -8.4% | -9.4% |
| YTD | -5.6% | +12.8% | -18.4% | -15.4% |
| 1Y | +38.0% | +27.8% | +10.2% | +18.1% |
| All | +38.0% | +26.5% | +11.5% | +18.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling