+343.2%
RKLB vs LBRT
+115.1%
+228.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.8% | +0.3% |
| 7D | -0.2% | +8.7% | -8.9% | -2.2% |
| 30D | -14.1% | +6.6% | -20.7% | -15.5% |
| 3M | -46.4% | -34.5% | -12.0% | -41.5% |
| 6M | -10.6% | -24.5% | +13.9% | -6.4% |
| YTD | -7.9% | +12.7% | -20.6% | -13.1% |
| 1Y | +49.5% | +94.8% | -45.4% | +23.2% |
| 3Y | +913.6% | +31.9% | +881.7% | +785.9% |
| All | +343.2% | +115.1% | +228.0% | +368.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling