+959.6%
LITE vs RKLB
+559.1%
+400.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.7% | +3.3% | +3.8% |
| 7D | -1.5% | -0.2% | -1.3% | -1.5% |
| 30D | +6.7% | -14.1% | +20.8% | +10.7% |
| 3M | -6.8% | -46.4% | +39.7% | +6.5% |
| 6M | +29.4% | -10.6% | +40.1% | +28.1% |
| YTD | +139.1% | -7.9% | +147.0% | +130.3% |
| 1Y | +521.0% | +49.5% | +471.5% | +429.6% |
| 3Y | +1,535.3% | +913.6% | +621.7% | +790.4% |
| 5Y | +889.8% | +375.3% | +514.5% | +438.7% |
| All | +959.6% | +559.1% | +400.5% | +467.8% |
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