+255.2%
RKLB vs PL
+20.8%
+234.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +10.4% | +5.0% | +10.2% |
| 7D | -3.0% | -6.8% | +3.8% | +1.0% |
| 30D | -26.2% | -29.3% | +3.1% | -11.7% |
| 3M | -29.9% | -44.8% | +14.9% | -5.4% |
| 6M | -37.3% | -68.4% | +31.1% | +11.7% |
| YTD | -23.9% | -36.4% | +12.4% | -3.6% |
| 1Y | +7.0% | +0.7% | +6.3% | +10.0% |
| 3Y | +1,120.0% | +455.3% | +664.7% | +388.8% |
| All | +255.2% | +20.8% | +234.4% | +104.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling