+546.0%
RKLB vs PNR
+13.3%
+532.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.8% |
| 7D | -2.0% | -6.0% | +4.0% | +2.5% |
| 30D | -22.4% | -14.0% | -8.5% | -13.6% |
| 3M | -45.2% | -21.7% | -23.5% | -36.3% |
| 6M | -12.5% | -37.3% | +24.8% | +21.3% |
| YTD | -9.8% | -45.1% | +35.4% | +36.9% |
| 1Y | +30.0% | -49.1% | +79.1% | +111.3% |
| 3Y | +942.2% | -14.8% | +957.1% | +1,009.7% |
| 5Y | +236.8% | -21.0% | +257.8% | +210.7% |
| All | +546.0% | +13.3% | +532.8% | +385.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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