+495.1%
RKLB vs ACHR
-60.3%
+555.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -6.9% | +3.0% | -1.0% |
| 7D | +15.9% | -9.2% | +25.2% | +20.7% |
| 30D | +4.0% | -1.0% | +5.0% | +4.8% |
| 3M | -23.2% | -42.2% | +19.0% | -3.3% |
| 6M | -50.4% | -38.2% | -12.2% | -40.9% |
| YTD | -11.8% | -46.4% | +34.6% | +13.3% |
| 1Y | +36.0% | -49.4% | +85.3% | +80.0% |
| 3Y | +1,321.0% | -22.5% | +1,343.5% | +1,366.2% |
| 5Y | +328.2% | -29.8% | +358.0% | +260.4% |
| All | +495.1% | -60.3% | +555.4% | +554.7% |
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