+578.9%
RKLB vs PEP
+21.7%
+557.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.2% | +5.3% | +5.5% |
| 7D | +26.3% | +1.1% | +25.2% | +26.5% |
| 30D | +0.7% | +13.6% | -13.0% | +2.0% |
| 3M | -17.3% | +5.1% | -22.4% | -16.6% |
| 6M | -43.6% | -1.6% | -42.0% | -43.1% |
| YTD | -5.2% | +3.3% | -8.5% | -4.8% |
| 1Y | +29.1% | +3.2% | +25.9% | +29.5% |
| 3Y | +1,413.7% | -3.9% | +1,417.6% | +1,391.2% |
| 5Y | +364.9% | +4.0% | +360.8% | +360.1% |
| All | +578.9% | +21.7% | +557.2% | +447.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling