+231.5%
RKLB vs PTEN
+89.3%
+142.2%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.5% | -1.7% |
| 7D | -2.9% | +2.8% | -5.7% | -3.6% |
| 30D | -22.6% | +17.6% | -40.1% | -25.7% |
| 3M | -41.0% | +8.2% | -49.2% | -42.9% |
| 6M | -10.1% | +38.1% | -48.2% | -20.1% |
| YTD | -11.2% | +117.3% | -128.5% | -30.9% |
| 1Y | +34.2% | +146.1% | -111.9% | +0.4% |
| 3Y | +899.4% | -3.0% | +902.4% | +800.6% |
| 5Y | +231.5% | +93.5% | +138.1% | +248.7% |
| All | +231.5% | +89.3% | +142.2% | +248.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling