+962.4%
RKLB vs LLY
+100.5%
+862.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.2% | +4.7% | +2.7% |
| 7D | +5.3% | -3.1% | +8.4% | +5.7% |
| 30D | -20.5% | -5.1% | -15.4% | -20.1% |
| 3M | -42.0% | -2.1% | -40.0% | -42.1% |
| 6M | -6.0% | +13.8% | -19.9% | -8.2% |
| YTD | -5.6% | +5.1% | -10.7% | -6.9% |
| 1Y | +38.0% | +53.1% | -15.1% | +28.1% |
| 3Y | +962.4% | +95.6% | +866.8% | +859.2% |
| All | +962.4% | +100.5% | +862.0% | +859.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling