+336.5%
RKLB vs SAP
+56.2%
+280.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.7% | +4.2% | +3.4% |
| 7D | +5.3% | -0.3% | +5.6% | +5.4% |
| 30D | -20.5% | +2.6% | -23.1% | -22.0% |
| 3M | -42.0% | +16.3% | -58.3% | -47.8% |
| 6M | -6.0% | +6.4% | -12.4% | -11.6% |
| YTD | -5.6% | -11.4% | +5.8% | -1.0% |
| 1Y | +38.0% | -20.4% | +58.4% | +58.2% |
| 3Y | +962.4% | +56.5% | +905.9% | +555.9% |
| 5Y | +336.5% | +56.8% | +279.7% | +95.5% |
| All | +336.5% | +56.2% | +280.3% | +95.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling