+330.6%
RKLB vs ACWI
+58.7%
+271.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.7% | -3.3% |
| 7D | +15.9% | +2.4% | +13.5% | +9.9% |
| 30D | +4.0% | -1.7% | +5.6% | +9.6% |
| 3M | -23.2% | -3.9% | -19.3% | -13.9% |
| 6M | -50.4% | +0.8% | -51.2% | -49.2% |
| YTD | -11.8% | +11.0% | -22.8% | -25.1% |
| 1Y | +36.0% | +13.1% | +22.9% | +12.2% |
| 3Y | +1,321.0% | +73.9% | +1,247.1% | +415.8% |
| All | +330.6% | +58.7% | +271.9% | +99.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling