+535.9%
RKLB vs PSLV
+159.5%
+376.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.3% | +3.5% | +0.2% |
| 7D | -2.9% | -4.9% | +2.0% | -1.2% |
| 30D | -22.6% | -1.9% | -20.7% | -22.2% |
| 3M | -41.0% | +4.2% | -45.2% | -41.9% |
| 6M | -10.1% | -27.6% | +17.5% | -0.6% |
| YTD | -11.2% | -11.7% | +0.5% | -10.5% |
| 1Y | +34.2% | +49.3% | -15.1% | +12.7% |
| 3Y | +899.4% | +167.1% | +732.2% | +577.3% |
| 5Y | +231.5% | +151.7% | +79.8% | +114.9% |
| All | +535.9% | +159.5% | +376.4% | +311.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling