+1,246.9%
RKLB vs PEGA
+42.2%
+1,204.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PEGA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | -3.9% | +14.8% | +12.0% |
| 7D | +13.0% | -10.0% | +23.0% | +16.1% |
| 30D | -13.7% | -12.7% | -1.0% | -11.0% |
| 3M | -28.9% | -4.6% | -24.4% | -29.2% |
| 6M | -44.2% | -13.1% | -31.1% | -43.8% |
| YTD | -15.6% | -47.6% | +32.0% | +1.4% |
| 1Y | +14.0% | -47.0% | +61.0% | +37.2% |
| All | +1,246.9% | +42.2% | +1,204.7% | +1,075.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling