+330.6%
RKLB vs PPL
+47.4%
+283.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.3% | -5.3% | -4.5% |
| 7D | +15.9% | -0.4% | +16.3% | +16.1% |
| 30D | +4.0% | +2.6% | +1.3% | +2.3% |
| 3M | -23.2% | +0.8% | -24.0% | -23.8% |
| 6M | -50.4% | +1.4% | -51.9% | -51.3% |
| YTD | -11.8% | +4.3% | -16.1% | -16.6% |
| 1Y | +36.0% | +0.8% | +35.2% | +31.4% |
| 3Y | +1,321.0% | +57.9% | +1,263.1% | +872.0% |
| All | +330.6% | +47.4% | +283.2% | +234.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling