+308.8%
RKLB vs PNR
-21.7%
+330.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.8% |
| 7D | -2.0% | -6.0% | +4.0% | +2.8% |
| 30D | -22.4% | -14.0% | -8.5% | -13.1% |
| 3M | -45.2% | -21.7% | -23.5% | -35.8% |
| 6M | -12.5% | -37.3% | +24.8% | +23.6% |
| YTD | -9.8% | -45.1% | +35.4% | +40.2% |
| 1Y | +30.0% | -49.1% | +79.1% | +117.5% |
| 3Y | +942.2% | -14.8% | +957.1% | +992.8% |
| All | +308.8% | -21.7% | +330.5% | +226.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling