+531.5%
RKLB vs PSA
+95.0%
+436.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.2% | -3.7% | -3.9% |
| 7D | +15.9% | -1.4% | +17.4% | +16.7% |
| 30D | +4.0% | +15.2% | -11.2% | -3.3% |
| 3M | -23.2% | +2.2% | -25.4% | -24.3% |
| 6M | -50.4% | +11.7% | -62.1% | -53.8% |
| YTD | -11.8% | +32.0% | -43.8% | -24.2% |
| 1Y | +36.0% | +26.3% | +9.7% | +19.4% |
| 3Y | +1,321.0% | +52.4% | +1,268.7% | +1,022.1% |
| 5Y | +328.2% | +26.3% | +301.9% | +284.6% |
| All | +531.5% | +95.0% | +436.4% | +539.7% |
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