+29.1%
RKLB vs PEGA
-47.0%
+76.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEGA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.4% | +5.9% | +5.5% |
| 7D | +26.3% | -8.6% | +35.0% | +26.4% |
| 30D | +0.7% | -10.1% | +10.8% | +0.7% |
| 3M | -17.3% | -4.7% | -12.6% | -17.7% |
| 6M | -43.6% | -8.0% | -35.7% | -43.5% |
| YTD | -5.2% | -47.1% | +42.0% | +33.0% |
| 1Y | +29.1% | -47.5% | +76.6% | +83.2% |
| All | +29.1% | -47.0% | +76.1% | +83.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PEGA.
Daily Out/Under-Performance
Portfolio return minus PEGA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEGA 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 PEGA 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