+204.4%
RKLB vs SBAC
-44.9%
+249.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.0% | -3.2% | -3.9% |
| 7D | 0.0% | +0.2% | -0.2% | -0.1% |
| 30D | -21.2% | +3.9% | -25.1% | -22.2% |
| 3M | -41.7% | -8.2% | -33.5% | -40.5% |
| 6M | -11.8% | -2.8% | -9.0% | -12.6% |
| YTD | -9.6% | -1.5% | -8.1% | -11.4% |
| 1Y | +34.1% | 0.0% | +34.1% | +30.6% |
| 3Y | +917.3% | -8.4% | +925.7% | +865.2% |
| 5Y | +204.4% | -43.5% | +247.9% | +272.5% |
| All | +204.4% | -44.9% | +249.3% | +272.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling