+28.2%
RKLB vs SAN
+13.0%
+15.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.8% | -0.3% | -1.1% |
| 7D | +39.3% | +1.0% | +38.3% | +38.3% |
| 30D | -0.2% | -9.4% | +9.1% | +7.3% |
| 3M | -21.1% | -17.1% | -3.9% | -9.0% |
| 6M | -45.5% | +2.2% | -47.7% | -45.8% |
| YTD | -8.2% | +6.0% | -14.1% | -20.1% |
| 1Y | +28.2% | +12.7% | +15.5% | +2.5% |
| All | +28.2% | +13.0% | +15.2% | +2.5% |
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