-7.4%
RKLB vs LULU
-31.7%
+24.3%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +4.8% | -8.6% | -4.4% |
| 7D | -10.6% | +6.5% | -17.1% | -11.4% |
| 30D | -28.3% | +20.3% | -48.6% | -30.3% |
| 3M | -29.7% | -8.9% | -20.8% | -28.9% |
| 6M | -34.8% | -13.1% | -21.7% | -33.5% |
| YTD | -24.9% | -46.1% | +21.1% | -16.5% |
| 1Y | -7.4% | -30.3% | +22.8% | -18.3% |
| All | -7.4% | -31.7% | +24.3% | -18.3% |
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