+504.1%
RKLB vs PR
+1,965.2%
-1,461.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | -1.1% | +12.0% | +11.1% |
| 7D | +13.0% | -12.4% | +25.4% | +15.7% |
| 30D | -13.7% | -6.6% | -7.2% | -12.7% |
| 3M | -28.9% | +7.5% | -36.4% | -30.0% |
| 6M | -44.2% | +10.8% | -55.0% | -45.7% |
| YTD | -15.6% | +57.0% | -72.6% | -23.6% |
| 1Y | +14.0% | +67.9% | -54.0% | +1.9% |
| 3Y | +1,275.2% | +87.6% | +1,187.6% | +1,096.4% |
| 5Y | +296.6% | +220.4% | +76.3% | +220.8% |
| All | +504.1% | +1,965.2% | -1,461.1% | +394.4% |
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