+543.6%
RKLB vs ACM
+42.3%
+501.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.6% | +5.9% | +6.2% |
| 7D | +15.2% | +6.6% | +8.6% | +10.8% |
| 30D | -8.1% | +19.8% | -27.8% | -18.1% |
| 3M | -21.7% | -3.1% | -18.5% | -21.1% |
| 6M | -40.5% | -11.5% | -29.0% | -37.6% |
| YTD | -10.1% | -24.7% | +14.6% | +6.4% |
| 1Y | +20.8% | -45.1% | +65.9% | +82.2% |
| 3Y | +1,335.0% | -8.9% | +1,343.9% | +1,393.4% |
| 5Y | +329.8% | +5.4% | +324.4% | +316.0% |
| All | +543.6% | +42.3% | +501.2% | +490.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling