+661.4%
LRCX vs RKLB
+575.6%
+85.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.5% | +1.6% | +3.6% |
| 7D | +10.4% | +5.3% | +5.1% | +9.2% |
| 30D | +2.9% | -20.5% | +23.4% | +8.2% |
| 3M | -1.2% | -42.0% | +40.9% | +10.1% |
| 6M | +60.9% | -6.0% | +66.9% | +58.4% |
| YTD | +87.5% | -5.6% | +93.1% | +83.0% |
| 1Y | +206.6% | +38.0% | +168.6% | +172.5% |
| 3Y | +392.1% | +962.4% | -570.3% | +156.6% |
| 5Y | +478.4% | +336.5% | +141.9% | +206.9% |
| All | +661.4% | +575.6% | +85.8% | +273.4% |
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