+34.2%
RKLB vs PEG
-6.5%
+40.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.7% |
| 7D | -2.9% | -0.9% | -2.0% | -2.6% |
| 30D | -22.6% | -2.8% | -19.8% | -21.9% |
| 3M | -41.0% | -6.9% | -34.1% | -40.4% |
| 6M | -10.1% | -11.4% | +1.3% | -7.0% |
| YTD | -11.2% | -7.4% | -3.8% | -10.5% |
| 1Y | +34.2% | -8.3% | +42.5% | +39.0% |
| All | +34.2% | -6.5% | +40.7% | +39.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling