+49.5%
RKLB vs PM
+16.6%
+32.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.0% | +2.7% | 0.0% |
| 7D | -0.2% | -4.9% | +4.7% | -1.9% |
| 30D | -14.1% | -3.4% | -10.7% | -15.0% |
| 3M | -46.4% | +5.2% | -51.6% | -45.9% |
| 6M | -10.6% | +3.7% | -14.4% | -12.5% |
| YTD | -7.9% | +15.8% | -23.6% | -2.4% |
| 1Y | +49.5% | +17.4% | +32.1% | +67.2% |
| All | +49.5% | +16.6% | +32.8% | +67.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PM.
Daily Out/Under-Performance
Portfolio return minus PM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PM 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 PM 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