+576.0%
RKLB vs LQD
-4.6%
+580.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.5% |
| 7D | +5.3% | +0.2% | +5.1% | +4.9% |
| 30D | -20.5% | -0.6% | -19.9% | -19.7% |
| 3M | -42.0% | -1.2% | -40.8% | -40.6% |
| 6M | -6.0% | -1.9% | -4.1% | -1.6% |
| YTD | -5.6% | -1.3% | -4.3% | -2.2% |
| 1Y | +38.0% | -1.0% | +39.0% | +42.3% |
| 3Y | +962.4% | +15.2% | +947.2% | +757.5% |
| 5Y | +336.5% | -4.4% | +340.9% | +316.8% |
| All | +576.0% | -4.6% | +580.6% | +517.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling