+336.5%
RKLB vs PTC
+1.8%
+334.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -5.5% | +8.0% | +6.0% |
| 7D | +5.3% | -12.8% | +18.1% | +14.3% |
| 30D | -20.5% | -9.8% | -10.7% | -16.1% |
| 3M | -42.0% | -2.1% | -40.0% | -43.7% |
| 6M | -6.0% | -18.1% | +12.1% | +3.4% |
| YTD | -5.6% | -23.5% | +17.9% | +8.4% |
| 1Y | +38.0% | -37.4% | +75.4% | +88.7% |
| 3Y | +962.4% | -7.2% | +969.6% | +907.0% |
| 5Y | +336.5% | +2.7% | +333.8% | +246.9% |
| All | +336.5% | +1.8% | +334.7% | +246.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling