+444.6%
RKLB vs ACGL
+227.1%
+217.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -3.0% | +18.4% | +15.6% |
| 7D | -3.0% | +0.9% | -3.9% | -3.2% |
| 30D | -26.2% | +13.7% | -39.9% | -27.5% |
| 3M | -29.9% | +8.0% | -37.9% | -30.7% |
| 6M | -37.3% | +13.3% | -50.6% | -38.8% |
| YTD | -23.9% | +11.8% | -35.8% | -26.1% |
| 1Y | +7.0% | +22.2% | -15.3% | +1.3% |
| 3Y | +1,120.0% | +32.5% | +1,087.5% | +1,031.7% |
| 5Y | +242.2% | +160.2% | +82.0% | +165.5% |
| All | +444.6% | +227.1% | +217.5% | +333.7% |
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