+1,379.7%
RKLB vs PRU
+55.3%
+1,324.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -2.7% |
| 7D | +39.3% | 0.0% | +39.4% | +39.1% |
| 30D | -0.2% | +7.9% | -8.2% | -7.7% |
| 3M | -21.1% | +0.9% | -21.9% | -22.4% |
| 6M | -45.5% | +22.4% | -67.9% | -56.4% |
| YTD | -8.2% | +12.7% | -20.9% | -21.0% |
| 1Y | +28.2% | +19.6% | +8.6% | +4.1% |
| All | +1,379.7% | +55.3% | +1,324.4% | +806.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling