+308.8%
RKLB vs LULU
-76.9%
+385.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.2% | -0.6% | +0.7% |
| 7D | -2.0% | -1.6% | -0.4% | -1.3% |
| 30D | -22.4% | -18.1% | -4.3% | -16.8% |
| 3M | -45.2% | -18.8% | -26.4% | -41.3% |
| 6M | -12.5% | -39.2% | +26.7% | +6.0% |
| YTD | -9.8% | -52.4% | +42.6% | +21.3% |
| 1Y | +30.0% | -40.3% | +70.3% | +54.1% |
| 3Y | +942.2% | -75.1% | +1,017.3% | +1,659.7% |
| All | +308.8% | -76.9% | +385.7% | +578.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling