+29.1%
RKLB vs PCAR
+12.2%
+16.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.4% | +3.1% | +4.2% |
| 7D | +26.3% | +2.2% | +24.1% | +24.9% |
| 30D | +0.7% | +0.3% | +0.3% | +0.2% |
| 3M | -17.3% | -17.9% | +0.6% | -6.6% |
| 6M | -43.6% | -3.4% | -40.2% | -44.6% |
| YTD | -5.2% | -0.1% | -5.1% | -12.4% |
| 1Y | +29.1% | +13.4% | +15.7% | +7.7% |
| All | +29.1% | +12.2% | +16.9% | +7.7% |
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