+547.3%
RKLB vs PG
+19.0%
+528.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.0% | -2.2% | -4.3% |
| 7D | 0.0% | -3.4% | +3.3% | -0.1% |
| 30D | -21.2% | -2.6% | -18.6% | -21.2% |
| 3M | -41.7% | -3.3% | -38.4% | -41.7% |
| 6M | -11.8% | -6.7% | -5.0% | -11.7% |
| YTD | -9.6% | +1.7% | -11.3% | -10.1% |
| 1Y | +34.1% | -7.9% | +42.0% | +34.9% |
| 3Y | +917.3% | +0.9% | +916.3% | +881.2% |
| 5Y | +204.4% | +12.6% | +191.8% | +185.4% |
| All | +547.3% | +19.0% | +528.2% | +428.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PG.
Daily Out/Under-Performance
Portfolio return minus PG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PG 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 PG 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