+547.3%
RKLB vs LUV
-13.8%
+561.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | 0.0% | -4.3% | -4.3% |
| 7D | 0.0% | +0.7% | -0.7% | -0.5% |
| 30D | -21.2% | -13.4% | -7.8% | -15.2% |
| 3M | -41.7% | -9.6% | -32.1% | -39.3% |
| 6M | -11.8% | -8.9% | -2.9% | -8.9% |
| YTD | -9.6% | -5.2% | -4.4% | -11.1% |
| 1Y | +34.1% | +27.0% | +7.1% | +11.4% |
| 3Y | +917.3% | +39.6% | +877.6% | +663.5% |
| 5Y | +204.4% | -14.4% | +218.8% | +180.1% |
| All | +547.3% | -13.8% | +561.1% | +501.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling