+34.1%
RKLB vs LLY
+54.1%
-20.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | 0.0% | -4.3% | -4.2% |
| 7D | 0.0% | -3.1% | +3.0% | -0.2% |
| 30D | -21.2% | -8.6% | -12.6% | -21.4% |
| 3M | -41.7% | -1.6% | -40.1% | -41.8% |
| 6M | -11.8% | +11.8% | -23.6% | -13.9% |
| YTD | -9.6% | +5.1% | -14.7% | -10.8% |
| 1Y | +34.1% | +50.7% | -16.6% | +44.5% |
| All | +34.1% | +54.1% | -20.0% | +44.5% |
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