+308.8%
RKLB vs LLY
+386.4%
-77.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.2% | +1.7% |
| 7D | -2.0% | -2.9% | +0.9% | -1.7% |
| 30D | -22.4% | -8.4% | -14.0% | -21.6% |
| 3M | -45.2% | -3.8% | -41.4% | -45.1% |
| 6M | -12.5% | +11.9% | -24.5% | -14.5% |
| YTD | -9.8% | +4.3% | -14.1% | -11.1% |
| 1Y | +30.0% | +48.5% | -18.5% | +20.3% |
| 3Y | +942.2% | +91.2% | +851.0% | +806.4% |
| All | +308.8% | +386.4% | -77.6% | +183.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling