+30.0%
RKLB vs LQD
-2.4%
+32.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.8% |
| 7D | -2.0% | -1.1% | -0.9% | +2.7% |
| 30D | -22.4% | -1.3% | -21.2% | -18.2% |
| 3M | -45.2% | -3.2% | -41.9% | -36.5% |
| 6M | -12.5% | -2.1% | -10.4% | -2.0% |
| YTD | -9.8% | -2.4% | -7.4% | +1.5% |
| 1Y | +30.0% | -2.7% | +32.7% | +51.1% |
| All | +30.0% | -2.4% | +32.4% | +51.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LQD.
Daily Out/Under-Performance
Portfolio return minus LQD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LQD 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 LQD 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