+308.8%
RKLB vs LUV
-11.9%
+320.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.2% | +0.8% |
| 7D | -2.0% | -1.0% | -1.1% | -1.6% |
| 30D | -22.4% | -12.4% | -10.1% | -16.6% |
| 3M | -45.2% | -11.0% | -34.2% | -42.2% |
| 6M | -12.5% | -5.0% | -7.5% | -11.7% |
| YTD | -9.8% | -3.8% | -6.0% | -12.4% |
| 1Y | +30.0% | +25.9% | +4.1% | +6.3% |
| 3Y | +942.2% | +42.2% | +900.0% | +640.3% |
| All | +308.8% | -11.9% | +320.7% | +280.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LUV.
Daily Out/Under-Performance
Portfolio return minus LUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUV 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 LUV 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