+504.1%
RKLB vs LDOS
+42.9%
+461.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +2.3% | +8.6% | +9.9% |
| 7D | +13.0% | -5.8% | +18.9% | +15.7% |
| 30D | -13.7% | +11.6% | -25.3% | -18.6% |
| 3M | -28.9% | -1.0% | -27.9% | -29.5% |
| 6M | -44.2% | +5.1% | -49.2% | -46.5% |
| YTD | -15.6% | -24.0% | +8.4% | -4.9% |
| 1Y | +14.0% | -30.3% | +44.3% | +34.8% |
| 3Y | +1,275.2% | +37.0% | +1,238.3% | +1,077.6% |
| 5Y | +296.6% | +53.4% | +243.3% | +221.5% |
| All | +504.1% | +42.9% | +461.2% | +346.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 LDOS 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