+535.9%
RKLB vs SGI
+174.6%
+361.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.1% | +1.3% | 0.0% |
| 7D | -2.9% | -4.9% | +2.0% | -0.1% |
| 30D | -22.6% | +1.6% | -24.2% | -23.6% |
| 3M | -41.0% | -3.2% | -37.8% | -40.7% |
| 6M | -10.1% | -16.0% | +5.9% | -2.4% |
| YTD | -11.2% | -25.4% | +14.2% | +1.8% |
| 1Y | +34.2% | -21.6% | +55.8% | +47.2% |
| 3Y | +899.4% | +52.9% | +846.5% | +623.4% |
| 5Y | +231.5% | +47.5% | +184.0% | +111.6% |
| All | +535.9% | +174.6% | +361.3% | +259.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SGI.
Daily Out/Under-Performance
Portfolio return minus SGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded SGI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling