+547.3%
RKLB vs SAP
+97.3%
+450.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.1% | -3.1% | -3.7% |
| 7D | 0.0% | -0.3% | +0.2% | 0.0% |
| 30D | -21.2% | +0.3% | -21.5% | -21.6% |
| 3M | -41.7% | +16.9% | -58.6% | -47.5% |
| 6M | -11.8% | +6.3% | -18.1% | -16.8% |
| YTD | -9.6% | -12.4% | +2.8% | -5.1% |
| 1Y | +34.1% | -21.6% | +55.7% | +53.3% |
| 3Y | +917.3% | +54.8% | +862.5% | +580.4% |
| 5Y | +204.4% | +56.2% | +148.2% | +65.4% |
| All | +547.3% | +97.3% | +450.0% | +237.6% |
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