+336.5%
RKLB vs ACI
-44.9%
+381.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.3% | +5.8% | +2.7% |
| 7D | +5.3% | -2.6% | +7.9% | +5.5% |
| 30D | -20.5% | +1.1% | -21.6% | -20.6% |
| 3M | -42.0% | -23.6% | -18.4% | -40.9% |
| 6M | -6.0% | -29.9% | +23.9% | -3.2% |
| YTD | -5.6% | -26.9% | +21.3% | -3.5% |
| 1Y | +38.0% | -34.2% | +72.3% | +42.9% |
| 3Y | +962.4% | -43.6% | +1,006.0% | +1,015.9% |
| 5Y | +336.5% | -42.4% | +378.9% | +336.2% |
| All | +336.5% | -44.9% | +381.4% | +336.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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