+360.3%
RKLB vs PR
+262.5%
+97.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.8% | +2.7% | +4.7% |
| 7D | +26.3% | -0.5% | +26.8% | +26.8% |
| 30D | +0.7% | -4.6% | +5.3% | +2.0% |
| 3M | -17.3% | +4.7% | -22.0% | -18.7% |
| 6M | -43.6% | +12.4% | -56.1% | -46.4% |
| YTD | -5.2% | +62.9% | -68.0% | -20.9% |
| 1Y | +29.1% | +70.6% | -41.5% | +5.9% |
| 3Y | +1,413.7% | +90.0% | +1,323.7% | +1,073.4% |
| All | +360.3% | +262.5% | +97.9% | +198.2% |
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