+546.0%
RKLB vs PFG
+181.3%
+364.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.5% | +0.7% |
| 7D | -2.0% | -0.4% | -1.6% | -1.7% |
| 30D | -22.4% | +2.9% | -25.3% | -24.5% |
| 3M | -45.2% | +6.7% | -51.9% | -48.6% |
| 6M | -12.5% | +33.8% | -46.3% | -31.9% |
| YTD | -9.8% | +35.0% | -44.7% | -31.0% |
| 1Y | +30.0% | +46.4% | -16.4% | -6.8% |
| 3Y | +942.2% | +71.7% | +870.6% | +566.9% |
| 5Y | +236.8% | +113.7% | +123.1% | +101.8% |
| All | +546.0% | +181.3% | +364.7% | +272.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling