+547.3%
RKLB vs PNC
+116.0%
+431.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.3% | -3.5% |
| 7D | 0.0% | -0.7% | +0.7% | +0.5% |
| 30D | -21.2% | -4.4% | -16.8% | -18.4% |
| 3M | -41.7% | +4.5% | -46.2% | -44.3% |
| 6M | -11.8% | +19.1% | -30.8% | -23.8% |
| YTD | -9.6% | +18.0% | -27.6% | -21.6% |
| 1Y | +34.1% | +24.1% | +10.1% | +12.0% |
| 3Y | +917.3% | +130.0% | +787.3% | +457.8% |
| 5Y | +204.4% | +50.4% | +154.0% | +115.4% |
| All | +547.3% | +116.0% | +431.3% | +328.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling