+30.0%
RKLB vs SNY
-4.5%
+34.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | -2.0% | -3.3% | +1.3% | -1.2% |
| 30D | -22.4% | -2.2% | -20.3% | -22.1% |
| 3M | -45.2% | -3.0% | -42.1% | -45.1% |
| 6M | -12.5% | +2.7% | -15.3% | -13.8% |
| YTD | -9.8% | -6.8% | -2.9% | -10.3% |
| 1Y | +30.0% | -5.3% | +35.2% | +29.5% |
| All | +30.0% | -4.5% | +34.5% | +29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 1y: compounded portfolio wealth divided by compounded SNY 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…
1y analysis · Full analysis span regression · 6 months rolling