+343.2%
RKLB vs PWR
+443.9%
-100.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.2% |
| 7D | -0.2% | +3.6% | -3.8% | -3.0% |
| 30D | -14.1% | -8.6% | -5.5% | -7.8% |
| 3M | -46.4% | -13.2% | -33.3% | -40.5% |
| 6M | -10.6% | +9.9% | -20.5% | -18.3% |
| YTD | -7.9% | +48.0% | -55.9% | -33.8% |
| 1Y | +49.5% | +66.2% | -16.7% | -1.3% |
| 3Y | +913.6% | +195.1% | +718.5% | +327.7% |
| All | +343.2% | +443.9% | -100.7% | +5.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling