+330.6%
RKLB vs ACM
+1.1%
+329.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.6% | -4.5% | -4.4% |
| 7D | +15.9% | +5.6% | +10.3% | +11.6% |
| 30D | +4.0% | +20.8% | -16.9% | -9.6% |
| 3M | -23.2% | +11.4% | -34.6% | -29.9% |
| 6M | -50.4% | +0.9% | -51.4% | -52.8% |
| YTD | -11.8% | -24.8% | +13.0% | +7.3% |
| 1Y | +36.0% | -46.4% | +82.4% | +128.5% |
| 3Y | +1,321.0% | -9.2% | +1,330.2% | +1,320.3% |
| All | +330.6% | +1.1% | +329.5% | +275.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling