+424.9%
LRCX vs RKLB
+205.5%
+219.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.8% | -3.9% | -5.2% |
| 7D | +1.8% | -2.9% | +4.7% | +2.6% |
| 30D | -4.3% | -22.6% | +18.3% | +1.6% |
| 3M | -7.3% | -41.0% | +33.7% | +3.8% |
| 6M | +38.6% | -10.1% | +48.7% | +37.6% |
| YTD | +74.4% | -11.2% | +85.6% | +72.0% |
| 1Y | +179.1% | +34.2% | +144.9% | +146.8% |
| 3Y | +357.7% | +899.4% | -541.7% | +122.5% |
| 5Y | +424.9% | +231.5% | +193.4% | +155.6% |
| All | +424.9% | +205.5% | +219.4% | +155.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling