+1,483.7%
LITE vs RKLB
+1,410.3%
+73.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +5.5% | +5.2% | +9.0% |
| 7D | +3.4% | +26.3% | -22.9% | -3.3% |
| 30D | -34.9% | +0.7% | -35.6% | -34.7% |
| 3M | -21.0% | -17.3% | -3.7% | -16.4% |
| 6M | -38.5% | -43.6% | +5.2% | -30.1% |
| YTD | +75.8% | -5.2% | +81.0% | +65.4% |
| 1Y | +156.7% | +29.1% | +127.6% | +119.8% |
| All | +1,483.7% | +1,410.3% | +73.5% | +514.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling