+793.8%
RKLB vs SN
+496.6%
+297.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.0% | +1.5% | +2.2% |
| 7D | +5.3% | +0.1% | +5.2% | +5.3% |
| 30D | -20.5% | -5.6% | -14.9% | -19.1% |
| 3M | -42.0% | +48.1% | -90.1% | -49.9% |
| 6M | -6.0% | +57.6% | -63.7% | -20.9% |
| YTD | -5.6% | +56.5% | -62.1% | -20.7% |
| 1Y | +38.0% | +52.6% | -14.5% | +16.5% |
| 3Y | +962.4% | +412.0% | +550.4% | +690.5% |
| All | +793.8% | +496.6% | +297.1% | +555.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling