+1,379.7%
RKLB vs PPL
+53.5%
+1,326.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.7% | -3.1% |
| 7D | +39.3% | -2.2% | +41.5% | +39.7% |
| 30D | -0.2% | +1.7% | -1.9% | -0.7% |
| 3M | -21.1% | +0.1% | -21.2% | -21.1% |
| 6M | -45.5% | -1.5% | -44.0% | -45.5% |
| YTD | -8.2% | +3.0% | -11.1% | -11.8% |
| 1Y | +28.2% | -1.4% | +29.7% | +26.5% |
| All | +1,379.7% | +53.5% | +1,326.1% | +996.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling