+372.0%
RKLB vs LDOS
+43.0%
+329.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.2% | +0.1% | -12.3% | -12.2% |
| 7D | -22.2% | -3.7% | -18.5% | -21.2% |
| 30D | -38.7% | +16.4% | -55.1% | -43.4% |
| 3M | -38.5% | +7.4% | -45.9% | -41.4% |
| 6M | -41.6% | -0.3% | -41.3% | -42.5% |
| YTD | -34.1% | -24.0% | -10.1% | -25.6% |
| 1Y | -18.5% | -29.6% | +11.1% | -3.9% |
| 3Y | +897.6% | +35.1% | +862.5% | +759.7% |
| 5Y | +196.5% | +52.9% | +143.6% | +140.8% |
| All | +372.0% | +43.0% | +329.0% | +248.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling