+531.5%
RKLB vs PFG
+175.0%
+356.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.5% | -4.5% | -4.4% |
| 7D | +15.9% | +2.4% | +13.6% | +14.0% |
| 30D | +4.0% | +5.9% | -1.9% | -0.7% |
| 3M | -23.2% | -0.4% | -22.7% | -23.5% |
| 6M | -50.4% | +14.8% | -65.3% | -56.6% |
| YTD | -11.8% | +31.9% | -43.7% | -31.6% |
| 1Y | +36.0% | +38.8% | -2.8% | +1.3% |
| 3Y | +1,321.0% | +82.4% | +1,238.6% | +769.1% |
| 5Y | +328.2% | +94.7% | +233.5% | +165.2% |
| All | +531.5% | +175.0% | +356.5% | +269.0% |
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