+364.9%
RKLB vs ACN
-24.2%
+389.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.9% | +7.4% | +6.1% |
| 7D | +26.3% | -4.0% | +30.3% | +27.8% |
| 30D | +0.7% | +19.0% | -18.3% | -7.4% |
| 3M | -17.3% | +42.2% | -59.5% | -30.9% |
| 6M | -43.6% | +50.1% | -93.8% | -56.2% |
| YTD | -5.2% | -2.7% | -2.4% | -1.3% |
| 1Y | +29.1% | +7.6% | +21.5% | +22.2% |
| 3Y | +1,413.7% | -15.9% | +1,429.6% | +1,592.1% |
| 5Y | +364.9% | -24.4% | +389.2% | +454.0% |
| All | +364.9% | -24.2% | +389.1% | +454.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling