+944.2%
RKLB vs LPLA
+44.8%
+899.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.2% | -4.1% | -4.2% |
| 7D | 0.0% | -1.5% | +1.5% | +0.7% |
| 30D | -21.2% | -6.0% | -15.2% | -18.8% |
| 3M | -41.7% | +21.4% | -63.1% | -48.1% |
| 6M | -11.8% | +12.1% | -23.8% | -19.2% |
| YTD | -9.6% | -1.8% | -7.7% | -9.3% |
| 1Y | +34.1% | +3.2% | +30.9% | +31.8% |
| All | +944.2% | +44.8% | +899.4% | +800.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling