+559.5%
RKLB vs PH
+274.4%
+285.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.9% |
| 7D | -0.2% | -3.1% | +2.9% | +2.3% |
| 30D | -14.1% | -3.2% | -10.9% | -12.1% |
| 3M | -46.4% | +10.6% | -57.0% | -51.0% |
| 6M | -10.6% | -2.1% | -8.5% | -10.3% |
| YTD | -7.9% | +10.2% | -18.1% | -16.4% |
| 1Y | +49.5% | +28.2% | +21.3% | +18.8% |
| 3Y | +913.6% | +134.9% | +778.7% | +399.0% |
| 5Y | +375.3% | +253.6% | +121.7% | +73.9% |
| All | +559.5% | +274.4% | +285.1% | +136.7% |
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