-7.4%
RKLB vs PEP
+2.4%
-9.8%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.8% | -7.5% | -0.9% |
| 7D | -10.6% | +7.4% | -18.0% | -5.4% |
| 30D | -28.3% | +13.3% | -41.6% | -21.1% |
| 3M | -29.7% | +3.5% | -33.2% | -26.7% |
| 6M | -34.8% | -5.9% | -28.9% | -34.3% |
| YTD | -24.9% | +2.3% | -27.2% | -19.8% |
| 1Y | -7.4% | +3.7% | -11.1% | -6.5% |
| All | -7.4% | +2.4% | -9.8% | -6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PEP.
Daily Out/Under-Performance
Portfolio return minus PEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEP 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 PEP 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