+1,379.7%
RKLB vs PENG
+227.7%
+1,152.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PENG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.7% | -4.9% | -3.8% |
| 7D | +39.3% | +34.6% | +4.7% | +24.3% |
| 30D | -0.2% | -35.9% | +35.7% | +16.4% |
| 3M | -21.1% | -14.7% | -6.4% | -18.3% |
| 6M | -45.5% | +13.5% | -59.0% | -51.8% |
| YTD | -8.2% | +156.1% | -164.3% | -40.2% |
| 1Y | +28.2% | +141.3% | -113.1% | -14.6% |
| All | +1,379.7% | +227.7% | +1,152.0% | +622.9% |
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