+962.4%
RKLB vs PFG
+71.3%
+891.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.4% | +3.9% | +3.9% |
| 7D | +5.3% | +6.0% | -0.7% | -1.0% |
| 30D | -20.5% | +2.2% | -22.7% | -22.6% |
| 3M | -42.0% | +10.4% | -52.4% | -48.4% |
| 6M | -6.0% | +27.8% | -33.8% | -28.1% |
| YTD | -5.6% | +33.6% | -39.2% | -32.1% |
| 1Y | +38.0% | +49.3% | -11.3% | -11.6% |
| 3Y | +962.4% | +69.7% | +892.7% | +425.2% |
| All | +962.4% | +71.3% | +891.1% | +425.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling