+559.5%
RKLB vs PEP
+16.4%
+543.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.4% | +0.7% |
| 7D | -0.2% | -1.4% | +1.2% | -0.3% |
| 30D | -14.1% | +0.2% | -14.3% | -14.1% |
| 3M | -46.4% | -1.1% | -45.3% | -46.4% |
| 6M | -10.6% | -13.5% | +2.8% | -10.4% |
| YTD | -7.9% | -1.2% | -6.7% | -8.3% |
| 1Y | +49.5% | -1.6% | +51.0% | +48.5% |
| 3Y | +913.6% | -12.5% | +926.1% | +908.8% |
| 5Y | +375.3% | +3.0% | +372.3% | +367.3% |
| All | +559.5% | +16.4% | +543.1% | +427.1% |
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 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