-7.4%
RKT vs PEG
-1.6%
-5.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.7% | -5.7% | -5.5% |
| 7D | -7.5% | +2.3% | -9.8% | -9.0% |
| 30D | +26.6% | +6.1% | +20.4% | +21.6% |
| 3M | -2.4% | -0.5% | -1.9% | -1.9% |
| 6M | -7.4% | -3.2% | -4.2% | -8.1% |
| All | -7.4% | -1.6% | -5.8% | -8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 6mo: compounded portfolio wealth divided by compounded PEG 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…
6mo analysis · Full analysis span regression · 6 months rolling