+20.8%
RKLB vs PPL
+1.0%
+19.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.1% | +6.5% | +6.6% |
| 7D | +15.2% | 0.0% | +15.2% | +15.4% |
| 30D | -8.1% | +4.3% | -12.4% | -5.1% |
| 3M | -21.7% | +2.9% | -24.6% | -19.6% |
| 6M | -40.5% | +1.1% | -41.6% | -39.6% |
| YTD | -10.1% | +4.5% | -14.6% | -10.0% |
| 1Y | +20.8% | +0.1% | +20.7% | +20.0% |
| All | +20.8% | +1.0% | +19.9% | +20.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling