+444.6%
RKLB vs PCG
+3.3%
+441.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -2.0% | +17.4% | +16.1% |
| 7D | -3.0% | -1.6% | -1.4% | -2.5% |
| 30D | -26.2% | +1.4% | -27.6% | -26.6% |
| 3M | -29.9% | -23.4% | -6.5% | -23.8% |
| 6M | -37.3% | -19.4% | -17.9% | -34.1% |
| YTD | -23.9% | -18.5% | -5.4% | -21.0% |
| 1Y | +7.0% | -19.5% | +26.5% | +11.5% |
| 3Y | +1,120.0% | -21.0% | +1,141.0% | +1,193.8% |
| 5Y | +242.2% | +13.7% | +228.4% | +206.2% |
| All | +444.6% | +3.3% | +441.4% | +371.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling