+557.5%
RKLB vs ALC
+17.4%
+540.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.3% | -2.7% |
| 7D | +39.3% | -6.2% | +45.5% | +43.8% |
| 30D | -0.2% | +14.0% | -14.2% | -8.8% |
| 3M | -21.1% | -2.4% | -18.7% | -21.2% |
| 6M | -45.5% | +12.6% | -58.1% | -51.0% |
| YTD | -8.2% | -8.4% | +0.3% | -6.6% |
| 1Y | +28.2% | -9.1% | +37.4% | +30.9% |
| 3Y | +1,366.1% | -0.3% | +1,366.4% | +1,231.7% |
| 5Y | +345.9% | -9.9% | +355.8% | +328.2% |
| All | +557.5% | +17.4% | +540.2% | +454.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALC.
Daily Out/Under-Performance
Portfolio return minus ALC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALC 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 ALC 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