+578.9%
RKLB vs PRU
+107.4%
+471.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.2% | +5.7% | +5.6% |
| 7D | +26.3% | -2.8% | +29.1% | +29.3% |
| 30D | +0.7% | +8.5% | -7.8% | -6.3% |
| 3M | -17.3% | +1.7% | -19.1% | -19.2% |
| 6M | -43.6% | +24.8% | -68.4% | -53.8% |
| YTD | -5.2% | +13.3% | -18.5% | -16.2% |
| 1Y | +29.1% | +21.4% | +7.7% | +8.1% |
| 3Y | +1,413.7% | +54.8% | +1,358.9% | +983.7% |
| 5Y | +364.9% | +42.4% | +322.5% | +253.8% |
| All | +578.9% | +107.4% | +471.5% | +383.1% |
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 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