+327.9%
RKLB vs LTH
+186.8%
+141.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.2% | +5.3% | +5.4% |
| 7D | +26.3% | +0.3% | +26.0% | +26.0% |
| 30D | +0.7% | +17.7% | -17.0% | -6.8% |
| 3M | -17.3% | +8.5% | -25.8% | -20.9% |
| 6M | -43.6% | +46.9% | -90.6% | -53.6% |
| YTD | -5.2% | +78.8% | -84.0% | -29.5% |
| 1Y | +29.1% | +84.9% | -55.8% | -5.6% |
| 3Y | +1,413.7% | +246.4% | +1,167.4% | +734.0% |
| 5Y | +364.9% | +129.6% | +235.3% | +145.1% |
| All | +327.9% | +186.8% | +141.1% | +126.1% |
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