+204.4%
RKLB vs SGI
+56.1%
+148.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.9% | -2.3% | -3.1% |
| 7D | 0.0% | +0.6% | -0.7% | -0.4% |
| 30D | -21.2% | +5.5% | -26.7% | -24.0% |
| 3M | -41.7% | -3.6% | -38.1% | -41.2% |
| 6M | -11.8% | -15.0% | +3.3% | -4.4% |
| YTD | -9.6% | -23.0% | +13.4% | +2.3% |
| 1Y | +34.1% | -18.4% | +52.5% | +44.1% |
| 3Y | +917.3% | +57.8% | +859.5% | +601.3% |
| 5Y | +204.4% | +51.5% | +152.9% | +55.0% |
| All | +204.4% | +56.1% | +148.3% | +55.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling