+30.0%
RKLB vs SGI
-21.0%
+51.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | +1.3% |
| 7D | -2.0% | -4.5% | +2.4% | -0.7% |
| 30D | -22.4% | +4.2% | -26.6% | -23.5% |
| 3M | -45.2% | -7.4% | -37.7% | -43.9% |
| 6M | -12.5% | -15.1% | +2.5% | -10.1% |
| YTD | -9.8% | -24.7% | +14.9% | -6.9% |
| 1Y | +30.0% | -21.8% | +51.7% | +52.9% |
| All | +30.0% | -21.0% | +51.0% | +52.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling