+559.5%
RKLB vs PFGC
+121.5%
+437.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +1.0% |
| 7D | -0.2% | -2.2% | +2.0% | +1.0% |
| 30D | -14.1% | -11.9% | -2.2% | -8.5% |
| 3M | -46.4% | +5.0% | -51.4% | -48.6% |
| 6M | -10.6% | +8.6% | -19.2% | -15.5% |
| YTD | -7.9% | +9.7% | -17.6% | -13.5% |
| 1Y | +49.5% | -6.3% | +55.8% | +51.9% |
| 3Y | +913.6% | +58.2% | +855.4% | +706.2% |
| 5Y | +375.3% | +110.4% | +264.9% | +236.0% |
| All | +559.5% | +121.5% | +437.9% | +385.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling