+308.0%
RKLB vs LTH
+152.0%
+156.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.7% | -2.6% | -3.5% |
| 7D | 0.0% | -4.0% | +4.0% | +1.8% |
| 30D | -21.2% | -1.7% | -19.5% | -20.7% |
| 3M | -41.7% | +28.0% | -69.7% | -48.8% |
| 6M | -11.8% | +54.1% | -65.8% | -28.9% |
| YTD | -9.6% | +57.1% | -66.7% | -28.3% |
| 1Y | +34.1% | +45.8% | -11.7% | +9.4% |
| 3Y | +917.3% | +157.6% | +759.7% | +536.1% |
| All | +308.0% | +152.0% | +156.0% | +130.0% |
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