+34.1%
RKLB vs SAN
+53.7%
-19.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.2% | -3.0% | -3.4% |
| 7D | 0.0% | -0.5% | +0.4% | +0.3% |
| 30D | -21.2% | -0.1% | -21.1% | -21.3% |
| 3M | -41.7% | +19.6% | -61.4% | -48.3% |
| 6M | -11.8% | +32.7% | -44.5% | -26.0% |
| YTD | -9.6% | +26.7% | -36.3% | -26.3% |
| 1Y | +34.1% | +51.6% | -17.5% | +4.3% |
| All | +34.1% | +53.7% | -19.6% | +4.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling