+444.6%
RKLB vs ACWI
+92.9%
+351.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | 0.0% | +15.4% | +15.5% |
| 7D | -3.0% | -2.4% | -0.7% | +2.7% |
| 30D | -26.2% | -5.2% | -21.0% | -15.9% |
| 3M | -29.9% | -4.8% | -25.0% | -20.2% |
| 6M | -37.3% | -1.3% | -36.0% | -32.4% |
| YTD | -23.9% | +8.4% | -32.3% | -31.4% |
| 1Y | +7.0% | +11.0% | -4.1% | -7.0% |
| 3Y | +1,120.0% | +70.6% | +1,049.4% | +387.5% |
| 5Y | +242.2% | +55.3% | +186.9% | +69.1% |
| All | +444.6% | +92.9% | +351.8% | +110.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling