-7.4%
RKLB vs LTH
+84.0%
-91.5%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +6.3% | -10.1% | -5.5% |
| 7D | -10.6% | +9.9% | -20.5% | -12.9% |
| 30D | -28.3% | +18.3% | -46.6% | -31.6% |
| 3M | -29.7% | +5.9% | -35.6% | -30.7% |
| 6M | -34.8% | +80.3% | -115.1% | -49.0% |
| YTD | -24.9% | +78.3% | -103.2% | -42.3% |
| 1Y | -7.4% | +81.0% | -88.4% | -30.3% |
| All | -7.4% | +84.0% | -91.5% | -30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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