+345.9%
RKLB vs PL
+33.5%
+312.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.1% | -0.1% | -1.6% |
| 7D | +39.3% | +22.3% | +17.1% | +26.4% |
| 30D | -0.2% | -8.3% | +8.1% | +5.1% |
| 3M | -21.1% | -43.3% | +22.2% | +4.8% |
| 6M | -45.5% | -65.8% | +20.3% | -7.5% |
| YTD | -8.2% | -29.5% | +21.4% | +10.6% |
| 1Y | +28.2% | +11.7% | +16.5% | +25.4% |
| 3Y | +1,366.1% | +540.6% | +825.6% | +448.5% |
| 5Y | +345.9% | +32.9% | +313.0% | +150.9% |
| All | +345.9% | +33.5% | +312.3% | +150.9% |
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 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