+231.5%
RKLB vs PNC
+50.6%
+180.9%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.0% | -2.7% | -2.6% |
| 7D | -2.9% | -0.9% | -2.0% | -2.2% |
| 30D | -22.6% | -4.4% | -18.1% | -19.6% |
| 3M | -41.0% | +5.3% | -46.3% | -44.3% |
| 6M | -10.1% | +19.6% | -29.7% | -23.8% |
| YTD | -11.2% | +19.1% | -30.3% | -24.7% |
| 1Y | +34.2% | +24.3% | +9.9% | +9.8% |
| 3Y | +899.4% | +132.2% | +767.2% | +404.9% |
| 5Y | +231.5% | +52.3% | +179.2% | +142.0% |
| All | +231.5% | +50.6% | +180.9% | +142.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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