+543.6%
RKLB vs PTC
+89.0%
+454.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.3% | +6.2% | +6.4% |
| 7D | +15.2% | +1.3% | +13.9% | +14.6% |
| 30D | -8.1% | +1.1% | -9.1% | -8.4% |
| 3M | -21.7% | +30.1% | -51.8% | -33.6% |
| 6M | -40.5% | +34.0% | -74.6% | -51.9% |
| YTD | -10.1% | +12.8% | -22.9% | -19.3% |
| 1Y | +20.8% | +10.7% | +10.1% | +10.5% |
| 3Y | +1,335.0% | +29.6% | +1,305.4% | +1,059.8% |
| 5Y | +329.8% | +63.5% | +266.3% | +202.1% |
| All | +543.6% | +89.0% | +454.6% | +381.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling