+559.5%
RKLB vs ACI
+21.7%
+537.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.7% |
| 7D | -0.2% | +0.2% | -0.4% | -0.2% |
| 30D | -14.1% | +5.9% | -20.0% | -14.6% |
| 3M | -46.4% | -19.8% | -26.7% | -45.4% |
| 6M | -10.6% | -24.7% | +14.1% | -8.3% |
| YTD | -7.9% | -24.4% | +16.5% | -5.8% |
| 1Y | +49.5% | -31.5% | +81.0% | +54.9% |
| 3Y | +913.6% | -38.7% | +952.2% | +959.4% |
| 5Y | +375.3% | -42.8% | +418.1% | +390.1% |
| All | +559.5% | +21.7% | +537.7% | +521.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling