+325.8%
RKLB vs PFE
-20.3%
+346.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +2.0% | +1.1% |
| 7D | -0.2% | +1.8% | -2.0% | -0.7% |
| 30D | -14.1% | +10.2% | -24.3% | -16.5% |
| 3M | -46.4% | +12.7% | -59.1% | -48.3% |
| 6M | -10.6% | +10.5% | -21.2% | -13.1% |
| YTD | -7.9% | +20.2% | -28.0% | -12.8% |
| 1Y | +49.5% | +24.1% | +25.4% | +39.5% |
| 3Y | +913.6% | -3.6% | +917.1% | +890.6% |
| All | +325.8% | -20.3% | +346.1% | +294.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling