+546.0%
RKLB vs PEG
+51.0%
+495.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.7% |
| 7D | -2.0% | -0.9% | -1.2% | -1.4% |
| 30D | -22.4% | -3.7% | -18.7% | -20.5% |
| 3M | -45.2% | -7.3% | -37.9% | -42.7% |
| 6M | -12.5% | -10.5% | -2.0% | -6.2% |
| YTD | -9.8% | -7.5% | -2.3% | -5.8% |
| 1Y | +30.0% | -8.7% | +38.7% | +36.6% |
| 3Y | +942.2% | +31.4% | +910.9% | +829.2% |
| 5Y | +236.8% | +37.8% | +199.0% | +199.1% |
| All | +546.0% | +51.0% | +495.1% | +411.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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