+308.8%
RKLB vs LOW
+5.4%
+303.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.5% |
| 7D | -2.0% | -3.7% | +1.7% | +0.5% |
| 30D | -22.4% | -8.9% | -13.6% | -17.5% |
| 3M | -45.2% | -10.4% | -34.7% | -41.6% |
| 6M | -12.5% | -19.4% | +6.9% | +0.7% |
| YTD | -9.8% | -17.1% | +7.4% | +0.5% |
| 1Y | +30.0% | -26.3% | +56.2% | +57.3% |
| 3Y | +942.2% | -9.9% | +952.1% | +943.4% |
| All | +308.8% | +5.4% | +303.4% | +321.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling