+962.4%
RKLB vs LTH
+159.1%
+803.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.8% | +4.3% | +3.3% |
| 7D | +5.3% | +1.5% | +3.8% | +4.5% |
| 30D | -20.5% | -3.1% | -17.4% | -19.5% |
| 3M | -42.0% | +28.1% | -70.2% | -49.2% |
| 6M | -6.0% | +67.4% | -73.5% | -27.6% |
| YTD | -5.6% | +59.8% | -65.4% | -26.2% |
| 1Y | +38.0% | +45.6% | -7.6% | +12.2% |
| 3Y | +962.4% | +162.0% | +800.4% | +565.0% |
| All | +962.4% | +159.1% | +803.3% | +565.0% |
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 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