+38.0%
RKLB vs PCG
-0.4%
+38.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.6% | -1.1% | +2.6% |
| 7D | +5.3% | +5.4% | -0.1% | +5.5% |
| 30D | -20.5% | -15.1% | -5.4% | -20.8% |
| 3M | -42.0% | -9.8% | -32.2% | -42.0% |
| 6M | -6.0% | -18.0% | +12.0% | -5.4% |
| YTD | -5.6% | -7.2% | +1.7% | -2.4% |
| 1Y | +38.0% | +2.9% | +35.1% | +39.0% |
| All | +38.0% | -0.4% | +38.4% | +39.0% |
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