+1,275.2%
RKLB vs PFE
+14.7%
+1,260.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | -0.5% | +11.5% | +11.0% |
| 7D | +13.0% | -4.7% | +17.7% | +14.2% |
| 30D | -13.7% | +3.4% | -17.1% | -14.7% |
| 3M | -28.9% | +9.2% | -38.2% | -30.9% |
| 6M | -44.2% | +15.8% | -60.0% | -46.6% |
| YTD | -15.6% | +23.4% | -39.1% | -20.7% |
| 1Y | +14.0% | +25.8% | -11.8% | +6.4% |
| 3Y | +1,275.2% | +17.8% | +1,257.4% | +1,143.4% |
| All | +1,275.2% | +14.7% | +1,260.5% | +1,143.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling