+30.0%
RKLB vs CAI
-26.7%
+56.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.2% | +0.3% | +1.4% |
| 7D | -2.0% | -2.9% | +0.9% | -1.5% |
| 30D | -22.4% | +9.3% | -31.8% | -23.9% |
| 3M | -45.2% | +35.2% | -80.4% | -48.5% |
| 6M | -12.5% | +30.7% | -43.2% | -21.4% |
| YTD | -9.8% | -9.8% | 0.0% | -5.1% |
| 1Y | +30.0% | -28.9% | +58.8% | +47.8% |
| All | +30.0% | -26.7% | +56.7% | +47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CAI.
Daily Out/Under-Performance
Portfolio return minus CAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAI 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 1y: compounded portfolio wealth divided by compounded CAI 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…
1y analysis · Full analysis span regression · 6 months rolling