+444.6%
RKLB vs LIN
+120.8%
+323.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -1.1% | +16.5% | +16.1% |
| 7D | -3.0% | +0.2% | -3.2% | -3.4% |
| 30D | -26.2% | +6.5% | -32.7% | -29.5% |
| 3M | -29.9% | +5.5% | -35.3% | -32.8% |
| 6M | -37.3% | +3.3% | -40.6% | -39.9% |
| YTD | -23.9% | +22.0% | -46.0% | -36.4% |
| 1Y | +7.0% | +25.7% | -18.8% | -12.8% |
| 3Y | +1,120.0% | +36.2% | +1,083.8% | +824.7% |
| 5Y | +242.2% | +66.1% | +176.1% | +119.5% |
| All | +444.6% | +120.8% | +323.9% | +189.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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