+36.0%
RKLB vs LPLA
-21.6%
+57.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.1% | -4.0% | -4.0% |
| 7D | +15.9% | -0.9% | +16.9% | +16.3% |
| 30D | +4.0% | -9.5% | +13.5% | +6.6% |
| 3M | -23.2% | -21.9% | -1.3% | -17.3% |
| 6M | -50.4% | -2.6% | -47.8% | -51.0% |
| YTD | -11.8% | -17.8% | +6.0% | -1.2% |
| 1Y | +36.0% | -21.2% | +57.2% | +69.3% |
| All | +36.0% | -21.6% | +57.5% | +69.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling