+557.5%
RKLB vs ACN
+11.7%
+545.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.5% | -1.7% | -2.6% |
| 7D | +39.3% | -5.7% | +45.0% | +42.0% |
| 30D | -0.2% | +17.0% | -17.3% | -7.7% |
| 3M | -21.1% | +39.9% | -60.9% | -33.6% |
| 6M | -45.5% | +50.2% | -95.7% | -57.8% |
| YTD | -8.2% | -4.2% | -4.0% | -5.0% |
| 1Y | +28.2% | +4.3% | +23.9% | +23.0% |
| 3Y | +1,366.1% | -17.1% | +1,383.2% | +1,532.7% |
| 5Y | +345.9% | -26.5% | +372.3% | +427.2% |
| All | +557.5% | +11.7% | +545.9% | +522.7% |
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