+36.0%
RKLB vs PL
+12.6%
+23.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.3% | -3.5% |
| 7D | +15.9% | +10.0% | +5.9% | +8.4% |
| 30D | +4.0% | -2.3% | +6.2% | +6.2% |
| 3M | -23.2% | -44.2% | +21.0% | +13.3% |
| 6M | -50.4% | -66.1% | +15.7% | -1.0% |
| YTD | -11.8% | -30.0% | +18.2% | +14.4% |
| 1Y | +36.0% | +21.0% | +14.9% | +41.7% |
| All | +36.0% | +12.6% | +23.4% | +41.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling