+308.8%
RKLB vs PSLV
+154.2%
+154.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.5% |
| 7D | -2.0% | -3.5% | +1.4% | -0.8% |
| 30D | -22.4% | -2.1% | -20.3% | -22.0% |
| 3M | -45.2% | -1.6% | -43.5% | -45.0% |
| 6M | -12.5% | -25.5% | +13.0% | -3.5% |
| YTD | -9.8% | -11.4% | +1.7% | -9.7% |
| 1Y | +30.0% | +48.6% | -18.6% | +6.2% |
| 3Y | +942.2% | +166.9% | +775.3% | +557.9% |
| All | +308.8% | +154.2% | +154.5% | +137.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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