+559.5%
RKLB vs ACGL
+199.1%
+360.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -47.8% |
| 6M | -10.6% | -0.3% | -10.3% | -11.0% |
| YTD | -7.9% | +2.3% | -10.2% | -9.4% |
| 1Y | +49.5% | +6.4% | +43.1% | +45.2% |
| 3Y | +913.6% | +34.0% | +879.6% | +820.1% |
| 5Y | +375.3% | +161.6% | +213.7% | +284.6% |
| All | +559.5% | +199.1% | +360.4% | +431.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling