+546.0%
RKLB vs PTEN
+222.1%
+323.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.7% |
| 7D | -2.0% | +3.5% | -5.5% | -2.9% |
| 30D | -22.4% | +17.5% | -40.0% | -25.5% |
| 3M | -45.2% | +12.7% | -57.9% | -47.3% |
| 6M | -12.5% | +33.1% | -45.6% | -21.0% |
| YTD | -9.8% | +116.4% | -126.2% | -28.7% |
| 1Y | +30.0% | +141.2% | -111.2% | -0.5% |
| 3Y | +942.2% | -3.8% | +946.0% | +852.3% |
| 5Y | +236.8% | +92.7% | +144.1% | +174.9% |
| All | +546.0% | +222.1% | +323.9% | +424.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 10y: compounded portfolio wealth divided by compounded PTEN 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…
10y analysis · Full analysis span regression · 6 months rolling