+531.5%
RKLB vs LOW
+65.2%
+466.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.1% | -4.1% | -4.0% |
| 7D | +15.9% | +1.4% | +14.5% | +15.2% |
| 30D | +4.0% | +21.7% | -17.7% | -8.7% |
| 3M | -23.2% | +5.0% | -28.2% | -26.3% |
| 6M | -50.4% | +4.6% | -55.0% | -52.7% |
| YTD | -11.8% | -3.5% | -8.3% | -12.2% |
| 1Y | +36.0% | +0.5% | +35.4% | +30.3% |
| 3Y | +1,321.0% | +24.8% | +1,296.2% | +1,035.5% |
| 5Y | +328.2% | +6.5% | +321.7% | +267.0% |
| All | +531.5% | +65.2% | +466.3% | +342.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LOW.
Daily Out/Under-Performance
Portfolio return minus LOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LOW 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 10y: compounded portfolio wealth divided by compounded LOW 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…
10y analysis · Full analysis span regression · 6 months rolling