+546.0%
RKLB vs LVS
-21.2%
+567.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +1.4% |
| 7D | -2.0% | -3.5% | +1.4% | -0.7% |
| 30D | -22.4% | -6.2% | -16.2% | -20.7% |
| 3M | -45.2% | -14.8% | -30.3% | -41.9% |
| 6M | -12.5% | -20.9% | +8.3% | -5.0% |
| YTD | -9.8% | -33.0% | +23.3% | +3.9% |
| 1Y | +30.0% | -20.0% | +50.0% | +37.5% |
| 3Y | +942.2% | -6.9% | +949.1% | +901.5% |
| 5Y | +236.8% | +9.1% | +227.7% | +186.6% |
| All | +546.0% | -21.2% | +567.2% | +469.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LVS.
Daily Out/Under-Performance
Portfolio return minus LVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LVS 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 10y: compounded portfolio wealth divided by compounded LVS 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…
10y analysis · Full analysis span regression · 6 months rolling