+49.5%
RKLB vs PFE
+22.9%
+26.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +2.0% | +0.9% |
| 7D | -0.2% | +1.8% | -2.0% | -0.5% |
| 30D | -14.1% | +10.2% | -24.3% | -15.7% |
| 3M | -46.4% | +12.7% | -59.1% | -47.8% |
| 6M | -10.6% | +10.5% | -21.2% | -12.2% |
| YTD | -7.9% | +20.2% | -28.0% | -9.8% |
| 1Y | +49.5% | +24.1% | +25.4% | +46.0% |
| All | +49.5% | +22.9% | +26.6% | +46.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PFE.
Daily Out/Under-Performance
Portfolio return minus PFE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFE 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 PFE 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