-12.5%
RKLB vs LUMN
+3.9%
-16.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.9% | -0.3% | +0.6% |
| 7D | -2.0% | +2.5% | -4.5% | -3.5% |
| 30D | -22.4% | +10.3% | -32.8% | -27.1% |
| 3M | -45.2% | -18.3% | -26.9% | -39.0% |
| 6M | -12.5% | +4.4% | -16.9% | -25.9% |
| All | -12.5% | +3.9% | -16.4% | -25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LUMN.
Daily Out/Under-Performance
Portfolio return minus LUMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUMN 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 6mo: compounded portfolio wealth divided by compounded LUMN 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…
6mo analysis · Full analysis span regression · 6 months rolling