+559.5%
RKLB vs LII
+40.0%
+519.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.2% | -0.4% | 0.0% |
| 7D | -0.2% | -0.7% | +0.5% | +0.2% |
| 30D | -14.1% | -12.6% | -1.5% | -6.7% |
| 3M | -46.4% | -24.4% | -22.0% | -37.7% |
| 6M | -10.6% | -28.7% | +18.1% | +8.0% |
| YTD | -7.9% | -19.1% | +11.3% | +1.3% |
| 1Y | +49.5% | -29.7% | +79.2% | +79.9% |
| 3Y | +913.6% | +4.8% | +908.8% | +800.0% |
| 5Y | +375.3% | +24.6% | +350.7% | +210.9% |
| All | +559.5% | +40.0% | +519.5% | +323.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling