-7.4%
RKLB vs PHM
+16.2%
-23.6%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +7.2% | -10.9% | -5.2% |
| 7D | -10.6% | +13.6% | -24.2% | -13.6% |
| 30D | -28.3% | +19.3% | -47.6% | -31.7% |
| 3M | -29.7% | +3.5% | -33.2% | -30.0% |
| 6M | -34.8% | +18.6% | -53.4% | -39.2% |
| YTD | -24.9% | +16.7% | -41.6% | -30.9% |
| 1Y | -7.4% | +14.6% | -22.0% | -18.2% |
| All | -7.4% | +16.2% | -23.6% | -18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 1y: compounded portfolio wealth divided by compounded PHM 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…
1y analysis · Full analysis span regression · 6 months rolling