+559.5%
RKLB vs LPLA
+292.9%
+266.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.9% |
| 7D | -0.2% | -3.1% | +2.9% | +1.3% |
| 30D | -14.1% | -0.1% | -14.0% | -14.2% |
| 3M | -46.4% | +23.2% | -69.7% | -52.2% |
| 6M | -10.6% | +15.5% | -26.2% | -19.0% |
| YTD | -7.9% | +0.9% | -8.8% | -9.7% |
| 1Y | +49.5% | +0.2% | +49.3% | +47.3% |
| 3Y | +913.6% | +55.2% | +858.3% | +712.0% |
| 5Y | +375.3% | +145.4% | +229.9% | +209.8% |
| All | +559.5% | +292.9% | +266.6% | +308.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling