+1,120.0%
RKLB vs LII
-8.7%
+1,128.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -2.0% | +17.3% | +16.5% |
| 7D | -3.0% | -0.6% | -2.4% | -3.0% |
| 30D | -26.2% | -4.6% | -21.6% | -25.2% |
| 3M | -29.9% | -21.2% | -8.6% | -20.5% |
| 6M | -37.3% | -36.4% | -0.9% | -21.0% |
| YTD | -23.9% | -28.9% | +5.0% | -12.0% |
| 1Y | +7.0% | -29.5% | +36.5% | +24.9% |
| 3Y | +1,120.0% | -8.6% | +1,128.6% | +1,131.2% |
| All | +1,120.0% | -8.7% | +1,128.7% | +1,131.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling