+1,120.0%
RKLB vs PCG
-21.6%
+1,141.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -2.0% | +17.4% | +16.0% |
| 7D | -3.0% | -1.6% | -1.4% | -2.6% |
| 30D | -26.2% | +1.4% | -27.6% | -26.6% |
| 3M | -29.9% | -23.4% | -6.5% | -24.5% |
| 6M | -37.3% | -19.4% | -17.9% | -34.9% |
| YTD | -23.9% | -18.5% | -5.4% | -22.0% |
| 1Y | +7.0% | -19.5% | +26.5% | +10.5% |
| 3Y | +1,120.0% | -21.0% | +1,141.0% | +1,334.7% |
| All | +1,120.0% | -21.6% | +1,141.6% | +1,334.7% |
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