+504.1%
RKLB vs PPL
+48.3%
+455.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | -0.3% | +11.2% | +11.0% |
| 7D | +13.0% | -1.2% | +14.3% | +13.5% |
| 30D | -13.7% | +4.2% | -17.9% | -15.4% |
| 3M | -28.9% | +1.5% | -30.5% | -29.6% |
| 6M | -44.2% | +1.0% | -45.2% | -44.9% |
| YTD | -15.6% | +4.4% | -20.0% | -19.4% |
| 1Y | +14.0% | +0.8% | +13.2% | +10.9% |
| 3Y | +1,275.2% | +56.5% | +1,218.8% | +930.6% |
| 5Y | +296.6% | +47.7% | +249.0% | +212.5% |
| All | +504.1% | +48.3% | +455.7% | +339.5% |
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