+1,120.0%
RKLB vs PENG
+184.4%
+935.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PENG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +12.4% | +3.0% | +10.5% |
| 7D | -3.0% | -19.4% | +16.4% | +4.7% |
| 30D | -26.2% | -42.4% | +16.2% | -10.1% |
| 3M | -29.9% | -25.6% | -4.2% | -23.2% |
| 6M | -37.3% | +7.3% | -44.6% | -42.8% |
| YTD | -23.9% | +113.9% | -137.8% | -46.9% |
| 1Y | +7.0% | +93.6% | -86.6% | -22.7% |
| 3Y | +1,120.0% | +170.2% | +949.8% | +533.7% |
| All | +1,120.0% | +184.4% | +935.6% | +533.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PENG.
Daily Out/Under-Performance
Portfolio return minus PENG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PENG 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 PENG 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