+531.5%
RKLB vs PEG
+58.3%
+473.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.4% | -5.4% | -4.9% |
| 7D | +15.9% | +4.5% | +11.4% | +12.7% |
| 30D | +4.0% | +7.5% | -3.6% | -1.3% |
| 3M | -23.2% | +0.8% | -24.0% | -23.9% |
| 6M | -50.4% | 0.0% | -50.5% | -50.9% |
| YTD | -11.8% | -3.0% | -8.8% | -11.1% |
| 1Y | +36.0% | -4.7% | +40.7% | +38.7% |
| 3Y | +1,321.0% | +36.5% | +1,284.5% | +1,125.9% |
| 5Y | +328.2% | +44.4% | +283.8% | +265.8% |
| All | +531.5% | +58.3% | +473.2% | +382.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling