+547.3%
RKLB vs PFE
+3.2%
+544.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | 0.0% | -4.2% | -4.2% |
| 7D | 0.0% | -4.3% | +4.2% | +1.1% |
| 30D | -21.2% | +2.7% | -23.9% | -21.9% |
| 3M | -41.7% | +10.0% | -51.7% | -43.3% |
| 6M | -11.8% | +7.2% | -18.9% | -13.4% |
| YTD | -9.6% | +17.3% | -26.9% | -13.6% |
| 1Y | +34.1% | +20.3% | +13.8% | +26.6% |
| 3Y | +917.3% | -1.6% | +918.9% | +891.7% |
| 5Y | +204.4% | -21.4% | +225.8% | +213.2% |
| All | +547.3% | +3.2% | +544.1% | +510.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling