+546.0%
RKLB vs ACN
-18.5%
+564.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.4% | -1.8% | +0.1% |
| 7D | -2.0% | -1.5% | -0.5% | -1.5% |
| 30D | -22.4% | +2.1% | -24.5% | -23.6% |
| 3M | -45.2% | +11.1% | -56.3% | -49.8% |
| 6M | -12.5% | -6.8% | -5.7% | -12.2% |
| YTD | -9.8% | -30.0% | +20.3% | +9.3% |
| 1Y | +30.0% | -23.1% | +53.1% | +44.3% |
| 3Y | +942.2% | -40.4% | +982.6% | +1,284.1% |
| 5Y | +236.8% | -41.6% | +278.4% | +352.2% |
| All | +546.0% | -18.5% | +564.5% | +616.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 ACN 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