+1,120.0%
RKLB vs ACWI
+70.3%
+1,049.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | 0.0% | +15.4% | +15.5% |
| 7D | -3.0% | -2.4% | -0.7% | +3.7% |
| 30D | -26.2% | -5.2% | -21.0% | -13.9% |
| 3M | -29.9% | -4.8% | -25.0% | -18.4% |
| 6M | -37.3% | -1.3% | -36.0% | -31.8% |
| YTD | -23.9% | +8.4% | -32.3% | -33.1% |
| 1Y | +7.0% | +11.0% | -4.1% | -9.9% |
| 3Y | +1,120.0% | +70.6% | +1,049.4% | +400.4% |
| All | +1,120.0% | +70.3% | +1,049.7% | +400.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling