+237.5%
RKLB vs LVS
+5.3%
+232.2%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.5% | -2.8% | -3.6% |
| 7D | 0.0% | -2.7% | +2.7% | +1.1% |
| 30D | -21.2% | -4.7% | -16.5% | -19.8% |
| 3M | -41.7% | -15.6% | -26.2% | -37.8% |
| 6M | -11.8% | -18.6% | +6.9% | -4.8% |
| YTD | -9.6% | -32.3% | +22.7% | +4.6% |
| 1Y | +34.1% | -18.0% | +52.1% | +40.6% |
| 3Y | +917.3% | -5.8% | +923.1% | +865.5% |
| All | +237.5% | +5.3% | +232.2% | +171.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling