+559.5%
RKLB vs PPL
+44.7%
+514.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -0.2% | +2.7% | -2.9% | -1.3% |
| 30D | -14.1% | +0.5% | -14.6% | -14.3% |
| 3M | -46.4% | +0.7% | -47.1% | -47.0% |
| 6M | -10.6% | -7.6% | -3.0% | -8.4% |
| YTD | -7.9% | +1.8% | -9.7% | -10.8% |
| 1Y | +49.5% | -0.8% | +50.2% | +46.5% |
| 3Y | +913.6% | +56.9% | +856.7% | +658.5% |
| 5Y | +375.3% | +39.5% | +335.8% | +281.3% |
| All | +559.5% | +44.7% | +514.8% | +386.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling