+204.4%
RKLB vs PEG
+33.9%
+170.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.3% | -2.9% | -3.2% |
| 7D | 0.0% | -0.1% | 0.0% | +0.1% |
| 30D | -21.2% | -1.7% | -19.5% | -20.2% |
| 3M | -41.7% | -6.8% | -34.9% | -39.0% |
| 6M | -11.8% | -11.4% | -0.4% | -4.0% |
| YTD | -9.6% | -7.2% | -2.4% | -5.4% |
| 1Y | +34.1% | -6.1% | +40.2% | +38.1% |
| 3Y | +917.3% | +31.8% | +885.5% | +778.0% |
| 5Y | +204.4% | +35.6% | +168.8% | +154.7% |
| All | +204.4% | +33.9% | +170.5% | +154.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling