+547.6%
LITE vs RKLB
+444.3%
+103.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +15.4% | -9.7% | +1.9% |
| 7D | -35.9% | -3.0% | -32.9% | -35.1% |
| 30D | -51.5% | -26.2% | -25.3% | -47.5% |
| 3M | -35.7% | -29.9% | -5.9% | -29.6% |
| 6M | -43.0% | -37.3% | -5.7% | -37.9% |
| YTD | +46.1% | -23.9% | +70.0% | +48.2% |
| 1Y | +124.7% | +7.0% | +117.7% | +110.6% |
| 3Y | +1,172.1% | +1,120.0% | +52.1% | +590.2% |
| 5Y | +477.0% | +242.2% | +234.9% | +236.7% |
| All | +547.6% | +444.3% | +103.3% | +265.4% |
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