+651.1%
LITE vs RKLB
+557.1%
+93.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.1% | -0.5% | -2.8% |
| 7D | +22.6% | +39.3% | -16.8% | +12.8% |
| 30D | -36.8% | -0.2% | -36.5% | -36.3% |
| 3M | -33.0% | -21.1% | -11.9% | -28.9% |
| 6M | -37.1% | -45.5% | +8.4% | -29.0% |
| YTD | +69.5% | -8.2% | +77.6% | +64.2% |
| 1Y | +146.1% | +28.2% | +117.9% | +120.7% |
| 3Y | +1,440.8% | +1,366.1% | +74.7% | +699.1% |
| 5Y | +580.4% | +345.9% | +234.6% | +277.4% |
| All | +651.1% | +557.1% | +93.9% | +304.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling