+547.3%
RKLB vs PSX
+374.9%
+172.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.6% | -4.9% | -4.4% |
| 7D | 0.0% | +1.8% | -1.9% | -0.5% |
| 30D | -21.2% | +21.6% | -42.8% | -24.8% |
| 3M | -41.7% | +46.5% | -88.2% | -47.2% |
| 6M | -11.8% | +62.0% | -73.8% | -22.7% |
| YTD | -9.6% | +106.3% | -115.9% | -26.2% |
| 1Y | +34.1% | +103.0% | -68.9% | +9.4% |
| 3Y | +917.3% | +135.5% | +781.7% | +673.2% |
| 5Y | +204.4% | +368.5% | -164.1% | +105.6% |
| All | +547.3% | +374.9% | +172.3% | +348.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling