+504.1%
RKLB vs PRU
+105.7%
+398.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +2.4% | +8.6% | +9.1% |
| 7D | +13.0% | +3.2% | +9.9% | +10.0% |
| 30D | -13.7% | +7.9% | -21.6% | -19.4% |
| 3M | -28.9% | +1.8% | -30.7% | -30.6% |
| 6M | -44.2% | +24.1% | -68.3% | -54.1% |
| YTD | -15.6% | +12.4% | -28.0% | -25.0% |
| 1Y | +14.0% | +20.9% | -6.9% | -4.3% |
| 3Y | +1,275.2% | +55.5% | +1,219.8% | +882.1% |
| 5Y | +296.6% | +42.7% | +254.0% | +203.1% |
| All | +504.1% | +105.7% | +398.3% | +332.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling