+547.3%
RKLB vs PTC
+23.9%
+523.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.3% | -1.0% | -2.4% |
| 7D | 0.0% | -13.6% | +13.5% | +8.1% |
| 30D | -21.2% | -14.7% | -6.5% | -14.5% |
| 3M | -41.7% | -5.9% | -35.8% | -41.8% |
| 6M | -11.8% | -21.1% | +9.4% | -2.0% |
| YTD | -9.6% | -26.0% | +16.4% | +3.8% |
| 1Y | +34.1% | -36.8% | +70.9% | +73.7% |
| 3Y | +917.3% | -10.3% | +927.5% | +917.4% |
| 5Y | +204.4% | +1.2% | +203.2% | +177.0% |
| All | +547.3% | +23.9% | +523.3% | +519.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling