+330.6%
RKLB vs LMT
+100.7%
+229.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.3% | -2.6% | -3.6% |
| 7D | +15.9% | +5.1% | +10.8% | +14.4% |
| 30D | +4.0% | +14.1% | -10.2% | -0.2% |
| 3M | -23.2% | +0.3% | -23.5% | -23.2% |
| 6M | -50.4% | +16.1% | -66.5% | -52.7% |
| YTD | -11.8% | +25.5% | -37.3% | -16.9% |
| 1Y | +36.0% | +34.1% | +1.8% | +26.3% |
| 3Y | +1,321.0% | +45.1% | +1,275.9% | +1,202.6% |
| All | +330.6% | +100.7% | +229.9% | +383.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LMT.
Daily Out/Under-Performance
Portfolio return minus LMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LMT 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 LMT 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