+204.4%
RKLB vs PFG
+109.8%
+94.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.4% | -3.5% |
| 7D | 0.0% | +3.2% | -3.3% | -3.3% |
| 30D | -21.2% | +0.9% | -22.1% | -22.2% |
| 3M | -41.7% | +7.7% | -49.4% | -46.3% |
| 6M | -11.8% | +29.0% | -40.7% | -31.1% |
| YTD | -9.6% | +32.5% | -42.1% | -32.0% |
| 1Y | +34.1% | +47.3% | -13.2% | -8.3% |
| 3Y | +917.3% | +68.2% | +849.0% | +520.0% |
| 5Y | +204.4% | +108.5% | +95.9% | +77.5% |
| All | +204.4% | +109.8% | +94.6% | +77.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling