+925.8%
RKLB vs PTEN
-3.4%
+929.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.5% | -1.7% |
| 7D | -2.9% | +2.8% | -5.7% | -3.7% |
| 30D | -22.6% | +17.6% | -40.1% | -26.1% |
| 3M | -41.0% | +8.2% | -49.2% | -42.9% |
| 6M | -10.1% | +38.1% | -48.2% | -22.1% |
| YTD | -11.2% | +117.3% | -128.5% | -35.6% |
| 1Y | +34.2% | +146.1% | -111.9% | -7.7% |
| All | +925.8% | -3.4% | +929.2% | +698.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling