+608.6%
LRCX vs RKLB
+545.6%
+63.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | -0.3% |
| 7D | -3.1% | -2.0% | -1.0% | -2.6% |
| 30D | -8.6% | -22.4% | +13.9% | -3.3% |
| 3M | -17.7% | -45.2% | +27.5% | -7.3% |
| 6M | +36.4% | -12.5% | +48.9% | +36.4% |
| YTD | +74.5% | -9.8% | +84.3% | +72.0% |
| 1Y | +159.4% | +30.0% | +129.5% | +133.5% |
| 3Y | +361.6% | +942.2% | -580.6% | +141.7% |
| 5Y | +425.2% | +236.8% | +188.4% | +190.0% |
| All | +608.6% | +545.6% | +63.0% | +251.0% |
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