+543.6%
RKLB vs PFE
+10.7%
+532.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.4% | +6.1% | +6.4% |
| 7D | +15.2% | -0.7% | +15.9% | +15.5% |
| 30D | -8.1% | +5.3% | -13.4% | -9.5% |
| 3M | -21.7% | +10.1% | -31.8% | -23.9% |
| 6M | -40.5% | +18.0% | -58.6% | -43.3% |
| YTD | -10.1% | +25.8% | -35.9% | -15.8% |
| 1Y | +20.8% | +28.4% | -7.6% | +12.4% |
| 3Y | +1,335.0% | +20.9% | +1,314.1% | +1,226.1% |
| 5Y | +329.8% | -21.5% | +351.3% | +339.2% |
| All | +543.6% | +10.7% | +532.9% | +495.1% |
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