+329.8%
RKLB vs SAN
+298.8%
+31.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.8% | +5.7% | +6.1% |
| 7D | +15.2% | +10.8% | +4.5% | +8.4% |
| 30D | -8.1% | -5.7% | -2.3% | -5.2% |
| 3M | -21.7% | -13.4% | -8.2% | -15.2% |
| 6M | -40.5% | +3.5% | -44.1% | -41.6% |
| YTD | -10.1% | +9.7% | -19.8% | -15.3% |
| 1Y | +20.8% | +20.9% | 0.0% | +8.2% |
| 3Y | +1,335.0% | +254.3% | +1,080.7% | +617.9% |
| 5Y | +329.8% | +304.2% | +25.6% | +74.4% |
| All | +329.8% | +298.8% | +31.0% | +74.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling