+559.5%
RKLB vs ACWI
+104.9%
+454.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.8% |
| 7D | -0.2% | +0.5% | -0.7% | -1.3% |
| 30D | -14.1% | +0.9% | -15.0% | -15.6% |
| 3M | -46.4% | +2.4% | -48.8% | -48.2% |
| 6M | -10.6% | +12.4% | -23.0% | -27.5% |
| YTD | -7.9% | +15.2% | -23.0% | -28.6% |
| 1Y | +49.5% | +22.7% | +26.8% | +3.7% |
| 3Y | +913.6% | +75.8% | +837.8% | +270.4% |
| 5Y | +375.3% | +67.7% | +307.6% | +97.8% |
| All | +559.5% | +104.9% | +454.6% | +118.8% |
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 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