+557.5%
RKLB vs PCG
+3.3%
+554.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.0% | -2.2% | -2.8% |
| 7D | +39.3% | -2.0% | +41.3% | +40.2% |
| 30D | -0.2% | -2.7% | +2.5% | +0.8% |
| 3M | -21.1% | -25.1% | +4.0% | -13.4% |
| 6M | -45.5% | -22.3% | -23.2% | -41.7% |
| YTD | -8.2% | -18.5% | +10.3% | -4.6% |
| 1Y | +28.2% | -21.8% | +50.1% | +35.7% |
| 3Y | +1,366.1% | -21.0% | +1,387.2% | +1,455.8% |
| 5Y | +345.9% | +8.1% | +337.8% | +303.9% |
| All | +557.5% | +3.3% | +554.3% | +469.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 PCG 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