+340.7%
RKLB vs PH
+213.3%
+127.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.9% | +5.6% | +5.7% |
| 7D | +15.2% | +2.1% | +13.1% | +13.8% |
| 30D | -8.1% | +0.3% | -8.3% | -7.9% |
| 3M | -21.7% | -8.8% | -12.8% | -14.7% |
| 6M | -40.5% | +10.0% | -50.6% | -45.7% |
| YTD | -10.1% | +10.5% | -20.6% | -19.5% |
| 1Y | +20.8% | +15.5% | +5.3% | +4.5% |
| 3Y | +1,335.0% | +136.4% | +1,198.7% | +521.8% |
| All | +340.7% | +213.3% | +127.4% | +29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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