+49.5%
RKLB vs LULU
-49.9%
+99.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -17.4% | +18.1% | +1.6% |
| 7D | -0.2% | -16.7% | +16.5% | +0.6% |
| 30D | -14.1% | -18.5% | +4.4% | -13.2% |
| 3M | -46.4% | -19.5% | -27.0% | -45.6% |
| 6M | -10.6% | -41.9% | +31.3% | -8.5% |
| YTD | -7.9% | -51.6% | +43.7% | -6.5% |
| 1Y | +49.5% | -51.2% | +100.7% | +45.1% |
| All | +49.5% | -49.9% | +99.4% | +45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LULU.
Daily Out/Under-Performance
Portfolio return minus LULU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LULU 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 1y: compounded portfolio wealth divided by compounded LULU 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…
1y analysis · Full analysis span regression · 6 months rolling