+1,120.0%
RKLB vs SN
+397.9%
+722.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +2.7% | +12.7% | +14.2% |
| 7D | -3.0% | +7.2% | -10.2% | -5.9% |
| 30D | -26.2% | +20.4% | -46.6% | -32.1% |
| 3M | -29.9% | +23.9% | -53.8% | -36.5% |
| 6M | -37.3% | +93.0% | -130.4% | -54.4% |
| YTD | -23.9% | +99.2% | -123.2% | -46.0% |
| 1Y | +7.0% | +142.6% | -135.6% | -30.6% |
| 3Y | +1,120.0% | +398.8% | +721.2% | +450.2% |
| All | +1,120.0% | +397.9% | +722.1% | +450.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 3y: compounded portfolio wealth divided by compounded SN 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…
3y analysis · Full analysis span regression · 6 months rolling