+296.6%
RKLB vs SAP
+73.0%
+223.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +1.7% | +9.2% | +10.0% |
| 7D | +13.0% | +1.6% | +11.4% | +11.3% |
| 30D | -13.7% | +10.5% | -24.2% | -19.3% |
| 3M | -28.9% | +15.2% | -44.1% | -35.5% |
| 6M | -44.2% | +36.7% | -80.9% | -56.1% |
| YTD | -15.6% | -0.6% | -15.1% | -18.0% |
| 1Y | +14.0% | -4.1% | +18.1% | +14.8% |
| 3Y | +1,275.2% | +73.2% | +1,202.0% | +659.0% |
| 5Y | +296.6% | +74.1% | +222.5% | +67.6% |
| All | +296.6% | +73.0% | +223.7% | +67.6% |
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 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