+616.8%
LITE vs RKLB
+503.7%
+113.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +10.9% | -0.2% | +8.0% |
| 7D | -12.9% | +13.0% | -25.9% | -15.2% |
| 30D | -46.0% | -13.7% | -32.3% | -43.6% |
| 3M | -33.0% | -28.9% | -4.1% | -27.0% |
| 6M | -34.0% | -44.2% | +10.2% | -25.6% |
| YTD | +61.7% | -15.6% | +77.4% | +60.0% |
| 1Y | +148.3% | +14.0% | +134.3% | +129.0% |
| 3Y | +1,408.5% | +1,275.2% | +133.3% | +696.4% |
| 5Y | +546.2% | +296.6% | +249.5% | +266.8% |
| All | +616.8% | +503.7% | +113.1% | +294.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RKLB.
Daily Out/Under-Performance
Portfolio return minus RKLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKLB 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 10y: compounded portfolio wealth divided by compounded RKLB 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…
10y analysis · Full analysis span regression · 6 months rolling