+486.1%
RKLB vs PL
+45.6%
+440.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.7% | +7.2% | +6.9% |
| 7D | +15.2% | +5.6% | +9.6% | +12.6% |
| 30D | -8.1% | -16.9% | +8.9% | +1.5% |
| 3M | -21.7% | -38.2% | +16.6% | -0.3% |
| 6M | -40.5% | -63.4% | +22.9% | -2.1% |
| YTD | -10.1% | -27.6% | +17.5% | +6.8% |
| 1Y | +20.8% | +6.6% | +14.3% | +20.2% |
| 3Y | +1,335.0% | +557.6% | +777.4% | +428.5% |
| 5Y | +329.8% | +39.5% | +290.3% | +136.4% |
| All | +486.1% | +45.6% | +440.5% | +201.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 10y: compounded portfolio wealth divided by compounded PL 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…
10y analysis · Full analysis span regression · 6 months rolling