+531.5%
RKLB vs PTC
+88.5%
+443.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.1% | -3.8% | -3.9% |
| 7D | +15.9% | +0.5% | +15.5% | +15.7% |
| 30D | +4.0% | +1.2% | +2.8% | +3.5% |
| 3M | -23.2% | +27.4% | -50.5% | -34.0% |
| 6M | -50.4% | +39.2% | -89.6% | -60.9% |
| YTD | -11.8% | +12.5% | -24.3% | -20.7% |
| 1Y | +36.0% | +12.3% | +23.7% | +22.9% |
| 3Y | +1,321.0% | +28.8% | +1,292.2% | +1,052.7% |
| 5Y | +328.2% | +60.9% | +267.3% | +202.3% |
| All | +531.5% | +88.5% | +443.0% | +373.1% |
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