+364.9%
RKLB vs PM
+161.1%
+203.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.1% | +4.4% | +5.5% |
| 7D | +26.3% | -7.1% | +33.4% | +26.3% |
| 30D | +0.7% | -2.8% | +3.5% | +0.8% |
| 3M | -17.3% | +6.3% | -23.7% | -17.2% |
| 6M | -43.6% | +9.6% | -53.3% | -43.8% |
| YTD | -5.2% | +25.6% | -30.8% | -6.7% |
| 1Y | +29.1% | +29.7% | -0.6% | +26.7% |
| 3Y | +1,413.7% | +147.6% | +1,266.2% | +1,250.1% |
| 5Y | +364.9% | +160.1% | +204.7% | +343.0% |
| All | +364.9% | +161.1% | +203.8% | +343.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling