+559.5%
RKLB vs SBAC
-27.6%
+587.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.8% | +1.0% |
| 7D | -0.2% | -0.8% | +0.6% | 0.0% |
| 30D | -14.1% | +6.9% | -21.0% | -15.7% |
| 3M | -46.4% | -8.2% | -38.2% | -45.5% |
| 6M | -10.6% | -1.6% | -9.0% | -11.6% |
| YTD | -7.9% | -0.1% | -7.8% | -9.7% |
| 1Y | +49.5% | -0.5% | +49.9% | +46.7% |
| 3Y | +913.6% | -9.1% | +922.6% | +881.9% |
| 5Y | +375.3% | -43.8% | +419.1% | +435.2% |
| All | +559.5% | -27.6% | +587.1% | +660.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling