+49.5%
RKLB vs PTC
-33.3%
+82.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -6.0% | +6.7% | +0.9% |
| 7D | -0.2% | -10.3% | +10.1% | +0.2% |
| 30D | -14.1% | +1.1% | -15.3% | -14.2% |
| 3M | -46.4% | +1.6% | -48.0% | -45.3% |
| 6M | -10.6% | -13.5% | +2.8% | +1.5% |
| YTD | -7.9% | -19.1% | +11.2% | +16.0% |
| 1Y | +49.5% | -33.9% | +83.3% | +122.2% |
| All | +49.5% | -33.3% | +82.7% | +122.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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