+28.2%
RKLB vs PEP
+2.4%
+25.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.2% | -2.0% | -4.1% |
| 7D | +39.3% | -0.3% | +39.6% | +38.9% |
| 30D | -0.2% | +11.8% | -12.0% | +9.2% |
| 3M | -21.1% | +3.7% | -24.7% | -17.5% |
| 6M | -45.5% | -4.3% | -41.2% | -44.9% |
| YTD | -8.2% | +2.1% | -10.3% | +0.7% |
| 1Y | +28.2% | +2.5% | +25.7% | +36.1% |
| All | +28.2% | +2.4% | +25.8% | +36.1% |
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