+49.5%
RKLB vs PRU
+19.0%
+30.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | +1.3% |
| 7D | -0.2% | +1.9% | -2.1% | -1.4% |
| 30D | -14.1% | +2.7% | -16.8% | -15.6% |
| 3M | -46.4% | +19.5% | -65.9% | -54.0% |
| 6M | -10.6% | +26.6% | -37.3% | -27.5% |
| YTD | -7.9% | +12.3% | -20.2% | -21.7% |
| 1Y | +49.5% | +18.0% | +31.4% | +26.1% |
| All | +49.5% | +19.0% | +30.5% | +26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 1y: compounded portfolio wealth divided by compounded PRU 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…
1y analysis · Full analysis span regression · 6 months rolling