+535.9%
RKLB vs SBAC
-30.7%
+566.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.8% | +1.1% | -1.0% |
| 7D | -2.9% | -5.3% | +2.4% | -1.5% |
| 30D | -22.6% | +0.4% | -22.9% | -22.7% |
| 3M | -41.0% | -11.9% | -29.1% | -39.2% |
| 6M | -10.1% | -4.5% | -5.6% | -10.5% |
| YTD | -11.2% | -4.3% | -6.8% | -12.0% |
| 1Y | +34.2% | -3.9% | +38.1% | +32.9% |
| 3Y | +899.4% | -11.0% | +910.4% | +868.5% |
| 5Y | +231.5% | -44.1% | +275.6% | +283.5% |
| All | +535.9% | -30.7% | +566.5% | +641.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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