+547.3%
RKLB vs PM
+216.9%
+330.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.5% | -4.8% | -4.2% |
| 7D | 0.0% | -1.2% | +1.1% | -0.1% |
| 30D | -21.2% | -0.2% | -21.0% | -21.2% |
| 3M | -41.7% | +4.9% | -46.6% | -42.0% |
| 6M | -11.8% | +9.0% | -20.8% | -12.5% |
| YTD | -9.6% | +17.8% | -27.4% | -10.7% |
| 1Y | +34.1% | +16.8% | +17.3% | +32.7% |
| 3Y | +917.3% | +125.4% | +791.8% | +845.5% |
| 5Y | +204.4% | +128.7% | +75.7% | +185.8% |
| All | +547.3% | +216.9% | +330.4% | +434.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling