+578.9%
RKLB vs LIN
+125.6%
+453.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.9% | +4.6% | +4.9% |
| 7D | +26.3% | +0.3% | +26.0% | +26.1% |
| 30D | +0.7% | +8.0% | -7.4% | -4.6% |
| 3M | -17.3% | +7.7% | -25.0% | -21.7% |
| 6M | -43.6% | +5.1% | -48.7% | -46.5% |
| YTD | -5.2% | +24.7% | -29.9% | -21.8% |
| 1Y | +29.1% | +25.1% | +4.0% | +6.2% |
| 3Y | +1,413.7% | +36.8% | +1,376.9% | +1,049.4% |
| 5Y | +364.9% | +67.9% | +297.0% | +195.9% |
| All | +578.9% | +125.6% | +453.2% | +256.4% |
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