-7.4%
RKLB vs PFE
+35.1%
-42.5%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.6% | -6.4% | -3.8% |
| 7D | -10.6% | +4.6% | -15.2% | -10.9% |
| 30D | -28.3% | +12.3% | -40.6% | -29.7% |
| 3M | -29.7% | +21.2% | -50.9% | -32.9% |
| 6M | -34.8% | +21.1% | -55.9% | -37.9% |
| YTD | -24.9% | +30.0% | -55.0% | -29.1% |
| 1Y | -7.4% | +35.6% | -43.0% | -15.7% |
| All | -7.4% | +35.1% | -42.5% | -15.7% |
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