+543.6%
RKLB vs LBRT
+27.5%
+516.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -3.4% | +9.9% | +7.4% |
| 7D | +15.2% | -15.7% | +30.9% | +20.2% |
| 30D | -8.1% | -34.3% | +26.2% | +1.7% |
| 3M | -21.7% | -40.6% | +19.0% | -11.5% |
| 6M | -40.5% | -62.0% | +21.5% | -26.8% |
| YTD | -10.1% | -31.6% | +21.5% | -4.1% |
| 1Y | +20.8% | -25.8% | +46.6% | +27.0% |
| 3Y | +1,335.0% | -30.4% | +1,365.4% | +1,367.1% |
| 5Y | +329.8% | +18.7% | +311.2% | +308.2% |
| All | +543.6% | +27.5% | +516.1% | +497.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT 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 LBRT 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