+504.1%
RKLB vs LLY
+942.6%
-438.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +4.3% | +6.6% | +10.6% |
| 7D | +13.0% | +0.1% | +13.0% | +13.1% |
| 30D | -13.7% | +19.7% | -33.4% | -15.0% |
| 3M | -28.9% | +19.3% | -48.2% | -30.0% |
| 6M | -44.2% | +49.3% | -93.5% | -46.2% |
| YTD | -15.6% | +32.0% | -47.6% | -18.1% |
| 1Y | +14.0% | +53.7% | -39.7% | +8.9% |
| 3Y | +1,275.2% | +143.7% | +1,131.5% | +1,156.7% |
| 5Y | +296.6% | +463.9% | -167.3% | +244.7% |
| All | +504.1% | +942.6% | -438.6% | +399.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling