+336.5%
RKLB vs PM
+122.3%
+214.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.2% | +1.3% | +2.5% |
| 7D | +5.3% | -1.3% | +6.6% | +5.3% |
| 30D | -20.5% | -2.6% | -17.9% | -20.5% |
| 3M | -42.0% | +5.8% | -47.8% | -42.2% |
| 6M | -6.0% | +10.6% | -16.6% | -6.5% |
| YTD | -5.6% | +17.2% | -22.7% | -6.2% |
| 1Y | +38.0% | +17.6% | +20.4% | +37.4% |
| 3Y | +962.4% | +124.3% | +838.2% | +929.6% |
| 5Y | +336.5% | +125.1% | +211.4% | +293.3% |
| All | +336.5% | +122.3% | +214.2% | +293.3% |
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