+204.4%
RKLB vs PFGC
+111.7%
+92.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.2% | -3.1% | -3.5% |
| 7D | 0.0% | -3.7% | +3.7% | +2.2% |
| 30D | -21.2% | -16.0% | -5.2% | -12.7% |
| 3M | -41.7% | -4.1% | -37.6% | -41.0% |
| 6M | -11.8% | +8.7% | -20.5% | -17.5% |
| YTD | -9.6% | +6.4% | -15.9% | -14.6% |
| 1Y | +34.1% | -8.4% | +42.5% | +38.2% |
| 3Y | +917.3% | +61.8% | +855.5% | +660.8% |
| 5Y | +204.4% | +108.7% | +95.7% | +100.7% |
| All | +204.4% | +111.7% | +92.7% | +100.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling