+546.0%
RKLB vs SAN
+526.8%
+19.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.3% | -0.7% | +0.5% |
| 7D | -2.0% | +0.2% | -2.2% | -2.1% |
| 30D | -22.4% | +0.9% | -23.4% | -22.9% |
| 3M | -45.2% | +19.1% | -64.3% | -49.5% |
| 6M | -12.5% | +33.2% | -45.7% | -22.9% |
| YTD | -9.8% | +29.1% | -38.9% | -20.2% |
| 1Y | +30.0% | +50.2% | -20.3% | +7.5% |
| 3Y | +942.2% | +351.0% | +591.2% | +449.5% |
| 5Y | +236.8% | +394.7% | -157.9% | +61.1% |
| All | +546.0% | +526.8% | +19.3% | +205.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SAN.
Daily Out/Under-Performance
Portfolio return minus SAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAN 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 SAN 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