+204.4%
RKLB vs ACN
-44.1%
+248.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.8% | -2.4% | -3.4% |
| 7D | 0.0% | -6.3% | +6.3% | +2.8% |
| 30D | -21.2% | -1.4% | -19.8% | -21.2% |
| 3M | -41.7% | +2.6% | -44.3% | -44.3% |
| 6M | -11.8% | -14.3% | +2.5% | -6.7% |
| YTD | -9.6% | -33.1% | +23.5% | +12.6% |
| 1Y | +34.1% | -28.8% | +62.9% | +56.8% |
| 3Y | +917.3% | -43.0% | +960.2% | +1,286.3% |
| 5Y | +204.4% | -44.0% | +248.4% | +332.0% |
| All | +204.4% | -44.1% | +248.5% | +332.0% |
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