+578.9%
RKLB vs PM
+237.9%
+341.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.1% | +4.4% | +5.5% |
| 7D | +26.3% | -7.1% | +33.4% | +26.2% |
| 30D | +0.7% | -2.8% | +3.5% | +0.7% |
| 3M | -17.3% | +6.3% | -23.7% | -17.2% |
| 6M | -43.6% | +9.6% | -53.3% | -43.7% |
| YTD | -5.2% | +25.6% | -30.8% | -6.2% |
| 1Y | +29.1% | +29.7% | -0.6% | +27.5% |
| 3Y | +1,413.7% | +147.6% | +1,266.2% | +1,307.6% |
| 5Y | +364.9% | +160.1% | +204.7% | +338.0% |
| All | +578.9% | +237.9% | +341.0% | +462.2% |
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 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