+546.0%
RKLB vs SSNC
+25.3%
+520.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | +0.3% |
| 7D | -2.0% | -4.0% | +2.0% | +0.9% |
| 30D | -22.4% | +0.5% | -23.0% | -23.1% |
| 3M | -45.2% | +18.9% | -64.1% | -53.9% |
| 6M | -12.5% | +10.8% | -23.4% | -22.5% |
| YTD | -9.8% | -7.1% | -2.6% | -7.2% |
| 1Y | +30.0% | -9.6% | +39.6% | +37.2% |
| 3Y | +942.2% | +51.1% | +891.2% | +579.1% |
| 5Y | +236.8% | +19.7% | +217.2% | +168.2% |
| All | +546.0% | +25.3% | +520.7% | +380.0% |
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