+547.3%
RKLB vs LULU
-71.6%
+618.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.4% | -0.9% | -2.8% |
| 7D | 0.0% | -16.9% | +16.9% | +7.4% |
| 30D | -21.2% | -22.0% | +0.8% | -13.3% |
| 3M | -41.7% | -17.8% | -23.9% | -37.8% |
| 6M | -11.8% | -41.3% | +29.5% | +9.4% |
| YTD | -9.6% | -52.0% | +42.4% | +22.4% |
| 1Y | +34.1% | -39.8% | +73.9% | +59.5% |
| 3Y | +917.3% | -74.8% | +992.1% | +1,636.9% |
| 5Y | +204.4% | -76.3% | +280.7% | +410.8% |
| All | +547.3% | -71.6% | +618.8% | +845.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling