+336.5%
RKLB vs PH
+252.1%
+84.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.7% | +3.2% | +3.1% |
| 7D | +5.3% | +0.4% | +4.9% | +4.9% |
| 30D | -20.5% | -10.8% | -9.7% | -12.4% |
| 3M | -42.0% | +8.5% | -50.5% | -46.4% |
| 6M | -6.0% | +3.9% | -10.0% | -10.6% |
| YTD | -5.6% | +9.4% | -15.0% | -14.6% |
| 1Y | +38.0% | +26.8% | +11.2% | +8.7% |
| 3Y | +962.4% | +140.8% | +821.6% | +374.9% |
| 5Y | +336.5% | +253.8% | +82.7% | +50.5% |
| All | +336.5% | +252.1% | +84.4% | +50.5% |
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