+315.7%
RKLB vs LTH
+160.9%
+154.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.6% |
| 7D | -0.2% | -0.6% | +0.4% | 0.0% |
| 30D | -14.1% | -4.6% | -9.5% | -12.4% |
| 3M | -46.4% | +32.8% | -79.2% | -53.6% |
| 6M | -10.6% | +64.6% | -75.3% | -30.2% |
| YTD | -7.9% | +62.6% | -70.5% | -28.1% |
| 1Y | +49.5% | +49.9% | -0.5% | +20.4% |
| 3Y | +913.6% | +151.3% | +762.2% | +540.8% |
| All | +315.7% | +160.9% | +154.8% | +130.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling