+531.5%
RKLB vs CAT
+277.7%
+253.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.8% | -3.1% | -3.3% |
| 7D | +15.9% | +7.4% | +8.5% | +9.7% |
| 30D | +4.0% | -19.7% | +23.6% | +23.5% |
| 3M | -23.2% | -29.6% | +6.4% | +1.1% |
| 6M | -50.4% | -33.2% | -17.2% | -32.6% |
| YTD | -11.8% | +5.7% | -17.5% | -15.7% |
| 1Y | +36.0% | +9.3% | +26.6% | +27.8% |
| 3Y | +1,321.0% | +158.3% | +1,162.7% | +651.0% |
| 5Y | +328.2% | +211.6% | +116.6% | +103.4% |
| All | +531.5% | +277.7% | +253.8% | +196.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CAT.
Daily Out/Under-Performance
Portfolio return minus CAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAT 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 CAT 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