+336.5%
RKLB vs PRU
+45.5%
+291.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.2% | +4.7% | +4.4% |
| 7D | +5.3% | +1.9% | +3.4% | +3.4% |
| 30D | -20.5% | -0.4% | -20.0% | -20.4% |
| 3M | -42.0% | +16.4% | -58.5% | -50.2% |
| 6M | -6.0% | +26.0% | -32.1% | -24.4% |
| YTD | -5.6% | +9.9% | -15.5% | -14.9% |
| 1Y | +38.0% | +18.8% | +19.2% | +16.1% |
| 3Y | +962.4% | +45.4% | +917.1% | +660.9% |
| 5Y | +336.5% | +45.6% | +290.9% | +241.7% |
| All | +336.5% | +45.5% | +291.0% | +241.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling