+559.5%
RKLB vs PRU
+105.7%
+453.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | +1.5% |
| 7D | -0.2% | +1.9% | -2.1% | -1.7% |
| 30D | -14.1% | +2.7% | -16.8% | -16.0% |
| 3M | -46.4% | +19.5% | -65.9% | -54.2% |
| 6M | -10.6% | +26.6% | -37.3% | -26.7% |
| YTD | -7.9% | +12.3% | -20.2% | -17.4% |
| 1Y | +49.5% | +18.0% | +31.4% | +28.8% |
| 3Y | +913.6% | +47.0% | +866.5% | +657.1% |
| 5Y | +375.3% | +48.4% | +326.9% | +263.8% |
| All | +559.5% | +105.7% | +453.8% | +376.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling