+546.0%
RKLB vs LH
+91.7%
+454.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.5% | +0.1% | +0.7% |
| 7D | -2.0% | -4.7% | +2.7% | +0.7% |
| 30D | -22.4% | -3.5% | -19.0% | -20.9% |
| 3M | -45.2% | +17.7% | -62.9% | -50.6% |
| 6M | -12.5% | +15.8% | -28.3% | -20.4% |
| YTD | -9.8% | +25.1% | -34.9% | -22.2% |
| 1Y | +30.0% | +12.5% | +17.5% | +19.5% |
| 3Y | +942.2% | +59.8% | +882.5% | +663.4% |
| 5Y | +236.8% | +27.1% | +209.7% | +152.9% |
| All | +546.0% | +91.7% | +454.4% | +381.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LH.
Daily Out/Under-Performance
Portfolio return minus LH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LH 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 LH 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