+576.0%
RKLB vs PLUG
-92.0%
+668.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +4.1% | -1.6% | +1.4% |
| 7D | +5.3% | +8.1% | -2.8% | +3.2% |
| 30D | -20.5% | +3.7% | -24.1% | -21.3% |
| 3M | -42.0% | -29.2% | -12.9% | -36.6% |
| 6M | -6.0% | +6.1% | -12.2% | -8.3% |
| YTD | -5.6% | +14.7% | -20.3% | -10.3% |
| 1Y | +38.0% | +56.9% | -18.9% | +16.7% |
| 3Y | +962.4% | -71.6% | +1,034.0% | +1,006.7% |
| 5Y | +336.5% | -91.0% | +427.6% | +500.7% |
| All | +576.0% | -92.0% | +668.0% | +909.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 PLUG 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