+531.5%
RKLB vs LPLA
+220.1%
+311.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.1% | -4.0% | -4.0% |
| 7D | +15.9% | -0.9% | +16.9% | +16.5% |
| 30D | +4.0% | -9.5% | +13.5% | +7.6% |
| 3M | -23.2% | -21.9% | -1.3% | -15.1% |
| 6M | -50.4% | -2.6% | -47.8% | -51.6% |
| YTD | -11.8% | -17.8% | +6.0% | -6.3% |
| 1Y | +36.0% | -21.2% | +57.2% | +48.7% |
| 3Y | +1,321.0% | +30.6% | +1,290.4% | +1,117.0% |
| 5Y | +328.2% | +81.3% | +246.8% | +211.4% |
| All | +531.5% | +220.1% | +311.4% | +323.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 LPLA 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