+207.8%
RKLB vs PR
+218.9%
-11.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.2% | -4.9% | -7.3% | -10.8% |
| 7D | -22.2% | -16.5% | -5.6% | -18.1% |
| 30D | -38.7% | -4.5% | -34.2% | -38.0% |
| 3M | -38.5% | +8.5% | -47.1% | -40.3% |
| 6M | -41.6% | -3.3% | -38.3% | -42.0% |
| YTD | -34.1% | +55.7% | -89.8% | -44.3% |
| 1Y | -18.5% | +82.0% | -100.5% | -34.9% |
| 3Y | +897.6% | +62.5% | +835.2% | +706.6% |
| All | +207.8% | +218.9% | -11.1% | +101.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling