+576.0%
RKLB vs ACM
+32.4%
+543.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.8% | +3.3% | +3.0% |
| 7D | +5.3% | -0.3% | +5.6% | +5.5% |
| 30D | -20.5% | -12.9% | -7.6% | -14.0% |
| 3M | -42.0% | -6.4% | -35.7% | -41.3% |
| 6M | -6.0% | -29.2% | +23.2% | +16.8% |
| YTD | -5.6% | -29.9% | +24.4% | +17.2% |
| 1Y | +38.0% | -47.3% | +85.3% | +112.9% |
| 3Y | +962.4% | -19.6% | +982.0% | +1,104.1% |
| 5Y | +336.5% | +5.5% | +331.0% | +337.3% |
| All | +576.0% | +32.4% | +543.6% | +551.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACM.
Daily Out/Under-Performance
Portfolio return minus ACM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACM 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 ACM 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