+28.2%
RKLB vs PTC
+10.3%
+17.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.1% | -3.2% | -3.1% |
| 7D | +39.3% | +0.8% | +38.5% | +39.4% |
| 30D | -0.2% | +1.2% | -1.4% | -0.2% |
| 3M | -21.1% | +32.6% | -53.7% | -19.3% |
| 6M | -45.5% | +36.1% | -81.6% | -41.9% |
| YTD | -8.2% | +12.7% | -20.8% | +21.6% |
| 1Y | +28.2% | +10.2% | +18.1% | +79.6% |
| All | +28.2% | +10.3% | +17.9% | +79.6% |
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