+557.5%
RKLB vs PH
+272.6%
+284.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.5% | -1.6% | -1.9% |
| 7D | +39.3% | +7.4% | +32.0% | +32.2% |
| 30D | -0.2% | +0.5% | -0.7% | -0.2% |
| 3M | -21.1% | -10.2% | -10.8% | -13.6% |
| 6M | -45.5% | +8.9% | -54.4% | -49.2% |
| YTD | -8.2% | +9.7% | -17.8% | -15.9% |
| 1Y | +28.2% | +12.8% | +15.4% | +15.3% |
| 3Y | +1,366.1% | +134.6% | +1,231.5% | +629.0% |
| 5Y | +345.9% | +204.5% | +141.3% | +70.2% |
| All | +557.5% | +272.6% | +284.9% | +138.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling