+343.2%
RKLB vs ACGL
+161.8%
+181.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.7% | +2.4% | +1.0% |
| 7D | -0.2% | -0.7% | +0.5% | -0.1% |
| 30D | -14.1% | -1.0% | -13.1% | -14.0% |
| 3M | -46.4% | +11.0% | -57.5% | -48.0% |
| 6M | -10.6% | -0.3% | -10.3% | -11.1% |
| YTD | -7.9% | +2.3% | -10.2% | -9.7% |
| 1Y | +49.5% | +6.4% | +43.1% | +44.4% |
| 3Y | +913.6% | +34.0% | +879.6% | +789.8% |
| All | +343.2% | +161.8% | +181.4% | +286.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling