+576.0%
RKLB vs PRU
+101.2%
+474.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.2% | +4.7% | +4.2% |
| 7D | +5.3% | +1.9% | +3.4% | +3.6% |
| 30D | -20.5% | -0.4% | -20.0% | -20.4% |
| 3M | -42.0% | +16.4% | -58.5% | -49.4% |
| 6M | -6.0% | +26.0% | -32.1% | -22.6% |
| YTD | -5.6% | +9.9% | -15.5% | -13.9% |
| 1Y | +38.0% | +18.8% | +19.2% | +18.4% |
| 3Y | +962.4% | +45.4% | +917.1% | +701.7% |
| 5Y | +336.5% | +45.6% | +290.9% | +239.5% |
| All | +576.0% | +101.2% | +474.8% | +396.4% |
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