+576.0%
RKLB vs PWR
+833.7%
-257.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.3% | +0.2% | +0.7% |
| 7D | +5.3% | +4.5% | +0.8% | +1.9% |
| 30D | -20.5% | -4.9% | -15.6% | -17.4% |
| 3M | -42.0% | -7.9% | -34.2% | -38.8% |
| 6M | -6.0% | +18.3% | -24.4% | -18.1% |
| YTD | -5.6% | +51.5% | -57.1% | -31.6% |
| 1Y | +38.0% | +70.3% | -32.3% | -7.6% |
| 3Y | +962.4% | +210.6% | +751.8% | +364.9% |
| 5Y | +336.5% | +456.7% | -120.2% | +26.7% |
| All | +576.0% | +833.7% | -257.6% | +80.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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