+1,321.0%
RKLB vs PCG
-19.3%
+1,340.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.2% | -6.1% | -4.6% |
| 7D | +15.9% | +2.2% | +13.8% | +15.2% |
| 30D | +4.0% | +0.8% | +3.2% | +3.7% |
| 3M | -23.2% | -23.8% | +0.6% | -17.1% |
| 6M | -50.4% | -19.6% | -30.8% | -48.2% |
| YTD | -11.8% | -16.7% | +4.9% | -10.1% |
| 1Y | +36.0% | -19.4% | +55.4% | +41.2% |
| 3Y | +1,321.0% | -18.3% | +1,339.3% | +1,572.3% |
| All | +1,321.0% | -19.3% | +1,340.3% | +1,572.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling