+336.5%
RKLB vs PEP
+5.3%
+331.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.6% | +1.9% | +2.6% |
| 7D | +5.3% | +0.1% | +5.2% | +5.3% |
| 30D | -20.5% | +0.7% | -21.1% | -20.4% |
| 3M | -42.0% | -0.5% | -41.5% | -41.9% |
| 6M | -6.0% | -11.3% | +5.3% | -6.1% |
| YTD | -5.6% | -0.6% | -5.0% | -5.8% |
| 1Y | +38.0% | +1.7% | +36.3% | +37.2% |
| 3Y | +962.4% | -12.5% | +974.9% | +956.7% |
| 5Y | +336.5% | +3.9% | +332.6% | +417.6% |
| All | +336.5% | +5.3% | +331.2% | +417.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling