+305.6%
RKLB vs LTH
+186.2%
+119.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +1.1% | +5.4% | +6.0% |
| 7D | +15.2% | +6.4% | +8.8% | +11.7% |
| 30D | -8.1% | +16.7% | -24.8% | -14.6% |
| 3M | -21.7% | +11.7% | -33.3% | -26.1% |
| 6M | -40.5% | +48.5% | -89.1% | -51.3% |
| YTD | -10.1% | +78.4% | -88.5% | -33.1% |
| 1Y | +20.8% | +89.7% | -68.9% | -12.7% |
| 3Y | +1,335.0% | +245.6% | +1,089.4% | +691.4% |
| 5Y | +329.8% | +142.7% | +187.1% | +127.7% |
| All | +305.6% | +186.2% | +119.4% | +114.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling