+557.5%
RKLB vs SAP
+120.8%
+436.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.1% |
| 7D | +39.3% | -3.9% | +43.2% | +41.6% |
| 30D | -0.2% | +6.5% | -6.7% | -4.4% |
| 3M | -21.1% | +14.7% | -35.7% | -27.6% |
| 6M | -45.5% | +39.9% | -85.4% | -56.8% |
| YTD | -8.2% | -2.0% | -6.2% | -10.1% |
| 1Y | +28.2% | -6.0% | +34.2% | +30.0% |
| 3Y | +1,366.1% | +67.7% | +1,298.5% | +835.2% |
| 5Y | +345.9% | +78.8% | +267.1% | +124.9% |
| All | +557.5% | +120.8% | +436.7% | +219.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SAP.
Daily Out/Under-Performance
Portfolio return minus SAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAP 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 10y: compounded portfolio wealth divided by compounded SAP 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…
10y analysis · Full analysis span regression · 6 months rolling