+531.5%
RKLB vs SSNC
+24.1%
+507.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.2% | -4.1% | -4.1% |
| 7D | +15.9% | +2.3% | +13.6% | +14.2% |
| 30D | +4.0% | -3.1% | +7.1% | +5.1% |
| 3M | -23.2% | -2.7% | -20.4% | -23.1% |
| 6M | -50.4% | +23.7% | -74.1% | -60.8% |
| YTD | -11.8% | -8.0% | -3.8% | -10.1% |
| 1Y | +36.0% | -4.7% | +40.7% | +34.1% |
| 3Y | +1,321.0% | +58.0% | +1,263.0% | +770.2% |
| 5Y | +328.2% | +8.0% | +320.2% | +247.8% |
| All | +531.5% | +24.1% | +507.3% | +365.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 10y: compounded portfolio wealth divided by compounded SSNC 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…
10y analysis · Full analysis span regression · 6 months rolling