+576.0%
RKLB vs LBRT
+118.5%
+457.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.9% | -1.4% | +1.6% |
| 7D | +5.3% | +6.9% | -1.6% | +3.7% |
| 30D | -20.5% | +7.8% | -28.3% | -21.9% |
| 3M | -42.0% | -25.3% | -16.8% | -38.9% |
| 6M | -6.0% | -19.6% | +13.5% | -3.2% |
| YTD | -5.6% | +17.2% | -22.7% | -11.2% |
| 1Y | +38.0% | +114.1% | -76.1% | +13.2% |
| 3Y | +962.4% | +27.0% | +935.4% | +844.2% |
| 5Y | +336.5% | +128.3% | +208.2% | +258.8% |
| All | +576.0% | +118.5% | +457.5% | +453.4% |
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