+559.5%
RKLB vs PCAR
+157.8%
+401.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.6% | +0.6% |
| 7D | -0.2% | -0.5% | +0.3% | +0.1% |
| 30D | -14.1% | -6.2% | -7.9% | -10.4% |
| 3M | -46.4% | +5.9% | -52.3% | -49.1% |
| 6M | -10.6% | +0.4% | -11.0% | -11.5% |
| YTD | -7.9% | +14.8% | -22.7% | -17.0% |
| 1Y | +49.5% | +30.1% | +19.4% | +23.7% |
| 3Y | +913.6% | +66.7% | +846.9% | +577.1% |
| 5Y | +375.3% | +166.1% | +209.2% | +135.6% |
| All | +559.5% | +157.8% | +401.6% | +239.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling