+531.5%
RKLB vs ACI
+28.5%
+503.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.8% | -3.2% | -3.9% |
| 7D | +15.9% | +2.3% | +13.7% | +15.8% |
| 30D | +4.0% | +1.2% | +2.7% | +3.8% |
| 3M | -23.2% | +6.8% | -30.0% | -23.8% |
| 6M | -50.4% | -18.7% | -31.7% | -49.5% |
| YTD | -11.8% | -20.2% | +8.4% | -10.3% |
| 1Y | +36.0% | -23.7% | +59.7% | +39.2% |
| 3Y | +1,321.0% | -31.6% | +1,352.7% | +1,361.8% |
| 5Y | +328.2% | -42.8% | +371.0% | +343.7% |
| All | +531.5% | +28.5% | +503.0% | +491.3% |
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