+576.0%
RKLB vs PNR
+17.3%
+558.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.6% | +5.1% | +4.5% |
| 7D | +5.3% | -3.0% | +8.4% | +7.6% |
| 30D | -20.5% | -14.9% | -5.6% | -10.7% |
| 3M | -42.0% | -19.0% | -23.0% | -34.4% |
| 6M | -6.0% | -35.9% | +29.9% | +28.5% |
| YTD | -5.6% | -43.1% | +37.6% | +39.4% |
| 1Y | +38.0% | -46.4% | +84.4% | +115.2% |
| 3Y | +962.4% | -10.8% | +973.3% | +992.0% |
| 5Y | +336.5% | -18.9% | +355.4% | +292.7% |
| All | +576.0% | +17.3% | +558.7% | +395.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling