+345.9%
RKLB vs SGI
+45.7%
+300.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.0% | -0.2% | -1.5% |
| 7D | +39.3% | -10.7% | +50.0% | +47.4% |
| 30D | -0.2% | -3.6% | +3.3% | -0.1% |
| 3M | -21.1% | -5.4% | -15.7% | -20.6% |
| 6M | -45.5% | -7.0% | -38.5% | -45.1% |
| YTD | -8.2% | -31.6% | +23.5% | +9.3% |
| 1Y | +28.2% | -33.5% | +61.7% | +55.5% |
| 3Y | +1,366.1% | +66.5% | +1,299.7% | +841.3% |
| 5Y | +345.9% | +42.2% | +303.7% | +161.6% |
| All | +345.9% | +45.7% | +300.2% | +161.6% |
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