+1,379.7%
RKLB vs PCAR
+35.0%
+1,344.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.7% | -1.5% | -2.2% |
| 7D | +39.3% | +2.1% | +37.2% | +37.7% |
| 30D | -0.2% | -1.2% | +1.0% | +0.1% |
| 3M | -21.1% | -18.6% | -2.5% | -11.3% |
| 6M | -45.5% | -5.1% | -40.4% | -44.9% |
| YTD | -8.2% | -1.8% | -6.4% | -9.1% |
| 1Y | +28.2% | +10.6% | +17.6% | +18.6% |
| All | +1,379.7% | +35.0% | +1,344.7% | +1,208.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling