+547.3%
RKLB vs PEP
+15.6%
+531.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.3% | -3.0% | -4.3% |
| 7D | 0.0% | -1.7% | +1.6% | -0.2% |
| 30D | -21.2% | +0.3% | -21.5% | -21.2% |
| 3M | -41.7% | -3.2% | -38.5% | -41.7% |
| 6M | -11.8% | -13.6% | +1.8% | -11.6% |
| YTD | -9.6% | -1.9% | -7.7% | -10.0% |
| 1Y | +34.1% | -0.6% | +34.7% | +33.0% |
| 3Y | +917.3% | -13.6% | +930.8% | +914.4% |
| 5Y | +204.4% | +3.2% | +201.2% | +198.7% |
| All | +547.3% | +15.6% | +531.7% | +417.2% |
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