+531.5%
RKLB vs PR
+2,112.0%
-1,580.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.2% | -5.2% | -4.2% |
| 7D | +15.9% | +6.0% | +10.0% | +14.8% |
| 30D | +4.0% | -4.2% | +8.2% | +4.7% |
| 3M | -23.2% | +10.0% | -33.1% | -24.6% |
| 6M | -50.4% | +15.6% | -66.1% | -52.1% |
| YTD | -11.8% | +68.2% | -80.0% | -21.0% |
| 1Y | +36.0% | +79.2% | -43.2% | +20.2% |
| 3Y | +1,321.0% | +94.9% | +1,226.1% | +1,126.7% |
| 5Y | +328.2% | +272.8% | +55.4% | +242.3% |
| All | +531.5% | +2,112.0% | -1,580.5% | +410.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PR.
Daily Out/Under-Performance
Portfolio return minus PR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PR 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 10y: compounded portfolio wealth divided by compounded PR 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…
10y analysis · Full analysis span regression · 6 months rolling