+559.5%
RKLB vs SAP
+102.9%
+456.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +1.2% |
| 7D | -0.2% | -2.9% | +2.7% | +1.3% |
| 30D | -14.1% | +9.0% | -23.1% | -18.2% |
| 3M | -46.4% | +14.9% | -61.4% | -51.0% |
| 6M | -10.6% | +11.9% | -22.5% | -18.3% |
| YTD | -7.9% | -9.9% | +2.0% | -4.7% |
| 1Y | +49.5% | -19.5% | +69.0% | +68.5% |
| 3Y | +913.6% | +61.8% | +851.8% | +559.2% |
| 5Y | +375.3% | +56.2% | +319.1% | +155.3% |
| All | +559.5% | +102.9% | +456.5% | +239.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling