+345.9%
RKLB vs PSA
+26.8%
+319.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -2.7% |
| 7D | +39.3% | -2.1% | +41.4% | +40.9% |
| 30D | -0.2% | +15.6% | -15.8% | -8.9% |
| 3M | -21.1% | +4.1% | -25.1% | -23.4% |
| 6M | -45.5% | +9.2% | -54.7% | -49.3% |
| YTD | -8.2% | +32.3% | -40.5% | -24.1% |
| 1Y | +28.2% | +26.2% | +2.1% | +9.0% |
| 3Y | +1,366.1% | +53.7% | +1,312.5% | +956.3% |
| 5Y | +345.9% | +26.6% | +319.3% | +306.3% |
| All | +345.9% | +26.8% | +319.1% | +306.3% |
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 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