+508.8%
RKLB vs ACHR
-45.0%
+553.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.4% | -0.8% | +0.6% |
| 7D | -2.0% | -2.3% | +0.2% | -1.1% |
| 30D | -22.4% | -11.3% | -11.2% | -18.9% |
| 3M | -45.2% | +5.3% | -50.4% | -47.6% |
| 6M | -12.5% | -13.2% | +0.7% | -8.6% |
| YTD | -9.8% | -25.8% | +16.0% | +0.9% |
| 1Y | +30.0% | -34.3% | +64.3% | +51.9% |
| 3Y | +942.2% | -19.9% | +962.2% | +930.0% |
| 5Y | +236.8% | -42.7% | +279.5% | +198.8% |
| All | +508.8% | -45.0% | +553.8% | +483.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 ACHR 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