+578.9%
RKLB vs PPL
+47.0%
+531.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.0% | +6.4% | +5.8% |
| 7D | +26.3% | -1.0% | +27.3% | +26.6% |
| 30D | +0.7% | +3.0% | -2.4% | -0.9% |
| 3M | -17.3% | +1.1% | -18.4% | -18.0% |
| 6M | -43.6% | -0.8% | -42.9% | -44.0% |
| YTD | -5.2% | +3.5% | -8.6% | -9.1% |
| 1Y | +29.1% | -0.9% | +30.0% | +26.6% |
| 3Y | +1,413.7% | +54.2% | +1,359.5% | +1,041.4% |
| 5Y | +364.9% | +46.3% | +318.6% | +267.4% |
| All | +578.9% | +47.0% | +531.9% | +395.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PPL.
Daily Out/Under-Performance
Portfolio return minus PPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPL 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 PPL 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