+204.4%
RKLB vs SAN
+384.1%
-179.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.2% | -3.0% | -3.6% |
| 7D | 0.0% | -0.5% | +0.4% | +0.2% |
| 30D | -21.2% | -0.1% | -21.1% | -21.2% |
| 3M | -41.7% | +19.6% | -61.4% | -47.0% |
| 6M | -11.8% | +32.7% | -44.5% | -23.5% |
| YTD | -9.6% | +26.7% | -36.3% | -20.8% |
| 1Y | +34.1% | +51.6% | -17.5% | +7.2% |
| 3Y | +917.3% | +348.7% | +568.5% | +375.2% |
| 5Y | +204.4% | +378.7% | -174.3% | +24.7% |
| All | +204.4% | +384.1% | -179.7% | +24.7% |
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