+360.3%
RKLB vs ACI
-42.6%
+403.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.4% | +6.9% | +5.5% |
| 7D | +26.3% | -5.3% | +31.6% | +26.4% |
| 30D | +0.7% | +5.0% | -4.4% | +0.4% |
| 3M | -17.3% | +7.5% | -24.8% | -17.6% |
| 6M | -43.6% | -16.0% | -27.6% | -42.9% |
| YTD | -5.2% | -20.6% | +15.5% | -3.7% |
| 1Y | +29.1% | -23.5% | +52.6% | +31.8% |
| 3Y | +1,413.7% | -32.1% | +1,445.9% | +1,449.2% |
| All | +360.3% | -42.6% | +403.0% | +351.0% |
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