+348.4%
RKLB vs PHM
+158.4%
+190.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.0% | -1.1% | -2.2% |
| 7D | +39.3% | -6.1% | +45.4% | +43.0% |
| 30D | -0.2% | +13.7% | -14.0% | -7.5% |
| 3M | -21.1% | -1.5% | -19.5% | -21.6% |
| 6M | -45.5% | +11.3% | -56.8% | -49.7% |
| YTD | -8.2% | +8.9% | -17.1% | -15.0% |
| 1Y | +28.2% | +6.1% | +22.1% | +19.8% |
| 3Y | +1,366.1% | +57.7% | +1,308.5% | +868.6% |
| All | +348.4% | +158.4% | +190.0% | +87.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling