+535.9%
RKLB vs PSA
+71.0%
+464.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | -2.9% | -3.6% | +0.7% | -1.1% |
| 30D | -22.6% | -9.4% | -13.2% | -18.8% |
| 3M | -41.0% | -8.2% | -32.8% | -39.1% |
| 6M | -10.1% | -1.8% | -8.3% | -10.4% |
| YTD | -11.2% | +15.7% | -26.9% | -18.3% |
| 1Y | +34.2% | +6.3% | +27.9% | +28.5% |
| 3Y | +899.4% | +21.6% | +877.8% | +781.4% |
| 5Y | +231.5% | +13.5% | +218.1% | +224.2% |
| All | +535.9% | +71.0% | +464.9% | +589.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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