+617.4%
LITE vs RKLB
+531.1%
+86.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.0% | -0.5% | -3.5% |
| 7D | +10.8% | +15.9% | -5.2% | +6.9% |
| 30D | -33.4% | +4.0% | -37.4% | -33.6% |
| 3M | -32.2% | -23.2% | -9.1% | -27.5% |
| 6M | -42.1% | -50.4% | +8.3% | -33.2% |
| YTD | +61.9% | -11.8% | +73.7% | +58.5% |
| 1Y | +163.0% | +36.0% | +127.0% | +133.0% |
| 3Y | +1,358.0% | +1,321.0% | +37.0% | +662.9% |
| 5Y | +549.9% | +328.2% | +221.7% | +264.2% |
| All | +617.4% | +531.1% | +86.3% | +290.6% |
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