+1,275.2%
RKLB vs PTC
+30.6%
+1,244.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +0.4% | +10.5% | +10.8% |
| 7D | +13.0% | +0.8% | +12.2% | +12.8% |
| 30D | -13.7% | +0.7% | -14.4% | -13.9% |
| 3M | -28.9% | +32.6% | -61.5% | -36.3% |
| 6M | -44.2% | +33.6% | -77.8% | -50.5% |
| YTD | -15.6% | +12.4% | -28.1% | -15.3% |
| 1Y | +14.0% | +11.2% | +2.8% | +16.2% |
| 3Y | +1,275.2% | +31.7% | +1,243.6% | +920.4% |
| All | +1,275.2% | +30.6% | +1,244.7% | +920.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling