-50.4%
RKLB vs PFGC
+17.7%
-68.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.1% | -5.1% | -3.6% |
| 7D | +15.9% | +3.4% | +12.5% | +17.1% |
| 30D | +4.0% | +16.9% | -13.0% | +9.7% |
| 3M | -23.2% | +6.4% | -29.6% | -20.9% |
| 6M | -50.4% | +16.0% | -66.4% | -50.5% |
| All | -50.4% | +17.7% | -68.1% | -50.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling