+255.2%
RKLB vs PTC
+55.9%
+199.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +0.2% | +15.2% | +15.3% |
| 7D | -3.0% | -0.2% | -2.8% | -2.9% |
| 30D | -26.2% | +0.8% | -27.0% | -26.4% |
| 3M | -29.9% | +32.1% | -62.0% | -42.4% |
| 6M | -37.3% | +42.6% | -79.9% | -53.7% |
| YTD | -23.9% | +12.0% | -35.9% | -31.8% |
| 1Y | +7.0% | +12.2% | -5.2% | -3.6% |
| 3Y | +1,120.0% | +31.2% | +1,088.8% | +810.8% |
| All | +255.2% | +55.9% | +199.3% | +125.4% |
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 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