+475.0%
RKLB vs PL
+40.9%
+434.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.3% | -3.6% |
| 7D | +15.9% | +10.0% | +5.9% | +10.5% |
| 30D | +4.0% | -2.3% | +6.2% | +6.0% |
| 3M | -23.2% | -44.2% | +21.0% | +2.9% |
| 6M | -50.4% | -66.1% | +15.7% | -15.5% |
| YTD | -11.8% | -30.0% | +18.2% | +6.6% |
| 1Y | +36.0% | +21.0% | +14.9% | +28.2% |
| 3Y | +1,321.0% | +516.5% | +804.5% | +439.6% |
| 5Y | +328.2% | +32.0% | +296.2% | +145.0% |
| All | +475.0% | +40.9% | +434.1% | +201.3% |
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