+204.4%
RKLB vs PHM
+152.6%
+51.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.3% | -3.8% |
| 7D | 0.0% | -3.9% | +3.8% | +1.7% |
| 30D | -21.2% | -8.6% | -12.7% | -18.1% |
| 3M | -41.7% | -2.9% | -38.8% | -41.8% |
| 6M | -11.8% | -5.7% | -6.1% | -10.3% |
| YTD | -9.6% | +1.9% | -11.4% | -12.4% |
| 1Y | +34.1% | -12.3% | +46.4% | +39.0% |
| 3Y | +917.3% | +50.8% | +866.5% | +607.5% |
| 5Y | +204.4% | +157.3% | +47.1% | +44.9% |
| All | +204.4% | +152.6% | +51.8% | +44.9% |
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