+204.4%
RKLB vs PSA
+10.8%
+193.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.3% | -1.9% | -2.9% |
| 7D | 0.0% | -2.2% | +2.2% | +1.3% |
| 30D | -21.2% | -9.6% | -11.7% | -16.6% |
| 3M | -41.7% | -7.9% | -33.8% | -39.6% |
| 6M | -11.8% | -2.0% | -9.8% | -12.1% |
| YTD | -9.6% | +15.7% | -25.3% | -18.4% |
| 1Y | +34.1% | +5.8% | +28.3% | +27.5% |
| 3Y | +917.3% | +21.6% | +895.7% | +760.4% |
| 5Y | +204.4% | +13.1% | +191.3% | +181.5% |
| All | +204.4% | +10.8% | +193.6% | +181.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling