+231.5%
RKLB vs LQD
-5.9%
+237.5%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -0.2% |
| 7D | -2.9% | -1.1% | -1.8% | -1.0% |
| 30D | -22.6% | -1.1% | -21.4% | -21.1% |
| 3M | -41.0% | -2.3% | -38.7% | -38.3% |
| 6M | -10.1% | -2.9% | -7.2% | -4.3% |
| YTD | -11.2% | -2.3% | -8.9% | -6.3% |
| 1Y | +34.2% | -2.2% | +36.4% | +41.3% |
| 3Y | +899.4% | +14.0% | +885.3% | +724.0% |
| 5Y | +231.5% | -5.8% | +237.3% | +139.5% |
| All | +231.5% | -5.9% | +237.5% | +139.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling