+557.5%
RKLB vs LII
+25.2%
+532.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.4% | -2.7% |
| 7D | +39.3% | -0.2% | +39.5% | +39.4% |
| 30D | -0.2% | -0.6% | +0.4% | -1.1% |
| 3M | -21.1% | -17.0% | -4.1% | -12.5% |
| 6M | -45.5% | -31.1% | -14.4% | -33.5% |
| YTD | -8.2% | -27.7% | +19.5% | +6.9% |
| 1Y | +28.2% | -26.2% | +54.4% | +47.8% |
| 3Y | +1,366.1% | -9.6% | +1,375.8% | +1,314.2% |
| 5Y | +345.9% | +15.7% | +330.2% | +208.3% |
| All | +557.5% | +25.2% | +532.3% | +347.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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