+204.4%
RKLB vs ACM
+2.7%
+201.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.1% | -1.2% | -2.1% |
| 7D | 0.0% | -3.7% | +3.6% | +2.7% |
| 30D | -21.2% | -12.7% | -8.5% | -14.5% |
| 3M | -41.7% | -9.8% | -31.9% | -39.3% |
| 6M | -11.8% | -31.4% | +19.6% | +15.0% |
| YTD | -9.6% | -32.1% | +22.5% | +17.3% |
| 1Y | +34.1% | -47.8% | +81.9% | +118.6% |
| 3Y | +917.3% | -22.1% | +939.3% | +1,066.3% |
| 5Y | +204.4% | +1.8% | +202.6% | +196.0% |
| All | +204.4% | +2.7% | +201.6% | +196.0% |
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 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