+557.5%
RKLB vs ACGL
+233.1%
+324.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.1% | -3.2% | -3.1% |
| 7D | +39.3% | -1.2% | +40.5% | +39.4% |
| 30D | -0.2% | +12.8% | -13.0% | -1.8% |
| 3M | -21.1% | +12.3% | -33.3% | -22.3% |
| 6M | -45.5% | +15.8% | -61.3% | -46.9% |
| YTD | -8.2% | +13.9% | -22.0% | -10.9% |
| 1Y | +28.2% | +19.0% | +9.2% | +22.8% |
| 3Y | +1,366.1% | +33.7% | +1,332.5% | +1,261.4% |
| 5Y | +345.9% | +173.4% | +172.5% | +248.1% |
| All | +557.5% | +233.1% | +324.4% | +422.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 ACGL 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