+531.5%
RKLB vs PWR
+779.7%
-248.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.7% | -3.3% | -3.4% |
| 7D | +15.9% | +11.3% | +4.6% | +7.1% |
| 30D | +4.0% | -8.9% | +12.8% | +11.2% |
| 3M | -23.2% | -10.5% | -12.7% | -16.9% |
| 6M | -50.4% | -22.2% | -28.3% | -40.9% |
| YTD | -11.8% | +42.7% | -54.5% | -33.5% |
| 1Y | +36.0% | +41.1% | -5.1% | +4.0% |
| 3Y | +1,321.0% | +242.7% | +1,078.3% | +483.4% |
| 5Y | +328.2% | +418.5% | -90.3% | +30.5% |
| All | +531.5% | +779.7% | -248.2% | +75.3% |
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