+34.2%
RKLB vs PFGC
-9.2%
+43.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.3% | -0.4% | -1.1% |
| 7D | -2.9% | -4.8% | +1.9% | -0.7% |
| 30D | -22.6% | -17.2% | -5.4% | -15.7% |
| 3M | -41.0% | -6.3% | -34.7% | -40.8% |
| 6M | -10.1% | +8.8% | -18.9% | -18.2% |
| YTD | -11.2% | +4.9% | -16.1% | -14.9% |
| 1Y | +34.2% | -9.5% | +43.7% | +33.5% |
| All | +34.2% | -9.2% | +43.4% | +33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 1y: compounded portfolio wealth divided by compounded PFGC 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…
1y analysis · Full analysis span regression · 6 months rolling