+29.1%
RKLB vs PCG
-20.1%
+49.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.0% | +6.5% | +5.4% |
| 7D | +26.3% | -2.2% | +28.6% | +26.1% |
| 30D | +0.7% | -0.5% | +1.1% | +0.6% |
| 3M | -17.3% | -24.0% | +6.6% | -19.3% |
| 6M | -43.6% | -18.6% | -25.0% | -43.9% |
| YTD | -5.2% | -17.7% | +12.5% | +3.0% |
| 1Y | +29.1% | -20.0% | +49.1% | +48.8% |
| All | +29.1% | -20.1% | +49.2% | +48.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling