+1,275.2%
RKLB vs LTH
+240.3%
+1,035.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | -0.5% | +11.4% | +11.1% |
| 7D | +13.0% | +7.0% | +6.0% | +9.4% |
| 30D | -13.7% | +15.4% | -29.1% | -19.4% |
| 3M | -28.9% | +7.0% | -36.0% | -31.5% |
| 6M | -44.2% | +46.9% | -91.0% | -54.4% |
| YTD | -15.6% | +76.4% | -92.0% | -37.9% |
| 1Y | +14.0% | +83.7% | -69.8% | -18.0% |
| 3Y | +1,275.2% | +248.9% | +1,026.3% | +781.9% |
| All | +1,275.2% | +240.3% | +1,035.0% | +781.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling