+559.5%
RKLB vs PFG
+182.5%
+376.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.2% | +2.0% |
| 7D | -0.2% | +5.5% | -5.7% | -4.8% |
| 30D | -14.1% | +2.4% | -16.5% | -16.2% |
| 3M | -46.4% | +13.6% | -60.0% | -52.5% |
| 6M | -10.6% | +27.9% | -38.5% | -27.9% |
| YTD | -7.9% | +35.6% | -43.4% | -29.8% |
| 1Y | +49.5% | +48.5% | +1.0% | +5.9% |
| 3Y | +913.6% | +66.9% | +846.7% | +561.1% |
| 5Y | +375.3% | +111.0% | +264.3% | +185.4% |
| All | +559.5% | +182.5% | +376.9% | +278.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling