-7.4%
RKLB vs PFG
+46.8%
-54.3%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +4.1% | -7.9% | -5.6% |
| 7D | -10.6% | +4.9% | -15.5% | -12.5% |
| 30D | -28.3% | +5.7% | -33.9% | -30.0% |
| 3M | -29.7% | +2.6% | -32.2% | -30.8% |
| 6M | -34.8% | +19.8% | -54.6% | -43.3% |
| YTD | -24.9% | +36.3% | -61.2% | -42.3% |
| 1Y | -7.4% | +47.9% | -55.3% | -35.3% |
| All | -7.4% | +46.8% | -54.3% | -35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 1y: compounded portfolio wealth divided by compounded PFG 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…
1y analysis · Full analysis span regression · 6 months rolling