+30.0%
RKLB vs PSX
+103.3%
-73.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.7% |
| 7D | -2.0% | +1.7% | -3.8% | -1.8% |
| 30D | -22.4% | +15.6% | -38.1% | -20.4% |
| 3M | -45.2% | +46.5% | -91.6% | -41.5% |
| 6M | -12.5% | +55.0% | -67.5% | -7.4% |
| YTD | -9.8% | +105.3% | -115.0% | -3.8% |
| 1Y | +30.0% | +101.6% | -71.6% | +41.5% |
| All | +30.0% | +103.3% | -73.3% | +41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 1y: compounded portfolio wealth divided by compounded PSX 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…
1y analysis · Full analysis span regression · 6 months rolling