+925.8%
RKLB vs PSX
+132.2%
+793.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.6% |
| 7D | -2.9% | +1.5% | -4.4% | -3.2% |
| 30D | -22.6% | +15.8% | -38.4% | -25.0% |
| 3M | -41.0% | +43.0% | -84.0% | -45.9% |
| 6M | -10.1% | +61.1% | -71.2% | -21.1% |
| YTD | -11.2% | +104.5% | -115.7% | -28.4% |
| 1Y | +34.2% | +102.5% | -68.3% | +7.8% |
| All | +925.8% | +132.2% | +793.6% | +593.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling