+255.2%
RKLB vs PPL
+47.9%
+207.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -0.6% | +16.0% | +15.6% |
| 7D | -3.0% | +0.4% | -3.5% | -3.4% |
| 30D | -26.2% | +5.4% | -31.7% | -28.3% |
| 3M | -29.9% | +4.3% | -34.1% | -31.5% |
| 6M | -37.3% | -1.3% | -36.0% | -37.6% |
| YTD | -23.9% | +4.7% | -28.6% | -28.1% |
| 1Y | +7.0% | +1.3% | +5.7% | +3.2% |
| 3Y | +1,120.0% | +57.2% | +1,062.8% | +739.7% |
| All | +255.2% | +47.9% | +207.3% | +179.0% |
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 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