+504.1%
RKLB vs ACWI
+97.9%
+406.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +2.6% | +8.3% | +4.9% |
| 7D | +13.0% | +0.3% | +12.7% | +12.9% |
| 30D | -13.7% | -2.8% | -10.9% | -6.7% |
| 3M | -28.9% | -3.2% | -25.8% | -22.2% |
| 6M | -44.2% | +1.3% | -45.5% | -43.4% |
| YTD | -15.6% | +11.2% | -26.8% | -28.0% |
| 1Y | +14.0% | +13.8% | +0.2% | -6.0% |
| 3Y | +1,275.2% | +76.2% | +1,199.0% | +413.2% |
| 5Y | +296.6% | +59.5% | +237.2% | +85.4% |
| All | +504.1% | +97.9% | +406.2% | +120.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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