+559.5%
RKLB vs SAN
+525.5%
+34.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.5% | +1.1% |
| 7D | -0.2% | +1.8% | -2.0% | -1.1% |
| 30D | -14.1% | +2.0% | -16.1% | -15.0% |
| 3M | -46.4% | +19.7% | -66.2% | -50.7% |
| 6M | -10.6% | +30.6% | -41.3% | -20.6% |
| YTD | -7.9% | +28.8% | -36.7% | -18.5% |
| 1Y | +49.5% | +57.8% | -8.3% | +21.0% |
| 3Y | +913.6% | +338.1% | +575.4% | +440.0% |
| 5Y | +375.3% | +384.2% | -8.9% | +127.7% |
| All | +559.5% | +525.5% | +34.0% | +212.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling