+49.5%
RKLB vs LLY
+57.1%
-7.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +0.7% |
| 7D | -0.2% | -2.1% | +1.9% | -0.3% |
| 30D | -14.1% | -1.6% | -12.5% | -14.1% |
| 3M | -46.4% | +2.3% | -48.7% | -46.4% |
| 6M | -10.6% | +14.9% | -25.5% | -12.5% |
| YTD | -7.9% | +7.5% | -15.3% | -9.0% |
| 1Y | +49.5% | +55.7% | -6.2% | +67.3% |
| All | +49.5% | +57.1% | -7.6% | +67.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LLY.
Daily Out/Under-Performance
Portfolio return minus LLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LLY 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 1y: compounded portfolio wealth divided by compounded LLY 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…
1y analysis · Full analysis span regression · 6 months rolling