+962.4%
RKLB vs SAN
+356.8%
+605.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.5% | +3.0% | +2.8% |
| 7D | +5.3% | +3.3% | +2.0% | +3.2% |
| 30D | -20.5% | +1.1% | -21.6% | -21.1% |
| 3M | -42.0% | +22.2% | -64.2% | -48.6% |
| 6M | -6.0% | +36.0% | -42.1% | -21.1% |
| YTD | -5.6% | +28.2% | -33.8% | -19.6% |
| 1Y | +38.0% | +54.1% | -16.1% | +5.9% |
| 3Y | +962.4% | +354.2% | +608.2% | +353.4% |
| All | +962.4% | +356.8% | +605.6% | +353.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling