+504.1%
RKLB vs PEP
+20.0%
+484.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +0.4% | +10.5% | +11.0% |
| 7D | +13.0% | +1.0% | +12.0% | +13.2% |
| 30D | -13.7% | +12.6% | -26.3% | -12.7% |
| 3M | -28.9% | +3.1% | -32.1% | -28.4% |
| 6M | -44.2% | -6.3% | -37.9% | -43.7% |
| YTD | -15.6% | +1.9% | -17.5% | -15.4% |
| 1Y | +14.0% | +3.3% | +10.7% | +14.0% |
| 3Y | +1,275.2% | -4.8% | +1,280.1% | +1,250.0% |
| 5Y | +296.6% | +2.0% | +294.6% | +292.4% |
| All | +504.1% | +20.0% | +484.1% | +386.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling