+578.9%
RKLB vs PFE
+11.0%
+567.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.3% | +5.2% | +5.4% |
| 7D | +26.3% | -3.0% | +29.3% | +27.3% |
| 30D | +0.7% | +5.2% | -4.5% | -0.8% |
| 3M | -17.3% | +12.2% | -29.6% | -20.1% |
| 6M | -43.6% | +17.8% | -61.4% | -46.2% |
| YTD | -5.2% | +26.2% | -31.4% | -11.3% |
| 1Y | +29.1% | +23.2% | +5.9% | +21.5% |
| 3Y | +1,413.7% | +21.3% | +1,392.4% | +1,297.9% |
| 5Y | +364.9% | -23.1% | +388.0% | +375.8% |
| All | +578.9% | +11.0% | +567.9% | +527.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling