+500.6%
RKLB vs PL
+84.9%
+415.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +2.0% | +1.3% |
| 7D | -0.2% | -9.3% | +9.1% | +4.3% |
| 30D | -14.1% | -18.9% | +4.8% | -4.9% |
| 3M | -46.4% | -58.4% | +11.9% | -18.8% |
| 6M | -10.6% | -30.3% | +19.7% | +5.6% |
| YTD | -7.9% | -8.1% | +0.2% | -3.4% |
| 1Y | +49.5% | +180.5% | -131.0% | -9.2% |
| 3Y | +913.6% | +444.1% | +469.4% | +289.4% |
| 5Y | +375.3% | +83.0% | +292.3% | +116.7% |
| All | +500.6% | +84.9% | +415.7% | +173.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling