+559.5%
RKLB vs PEGA
-41.7%
+601.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEGA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | +1.1% |
| 7D | -0.2% | +3.3% | -3.5% | -1.5% |
| 30D | -14.1% | +17.7% | -31.9% | -20.0% |
| 3M | -46.4% | +5.8% | -52.2% | -48.9% |
| 6M | -10.6% | -20.3% | +9.6% | -5.3% |
| YTD | -7.9% | -37.1% | +29.3% | +6.8% |
| 1Y | +49.5% | -30.2% | +79.7% | +64.3% |
| 3Y | +913.6% | +48.1% | +865.5% | +636.9% |
| 5Y | +375.3% | -46.8% | +422.1% | +418.0% |
| All | +559.5% | -41.7% | +601.2% | +609.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling