+547.3%
RKLB vs CAT
+412.0%
+135.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.8% | -3.4% | -3.6% |
| 7D | 0.0% | +2.9% | -3.0% | -2.2% |
| 30D | -21.2% | -2.6% | -18.6% | -19.5% |
| 3M | -41.7% | -10.7% | -31.1% | -37.0% |
| 6M | -11.8% | +16.1% | -27.9% | -21.5% |
| YTD | -9.6% | +43.2% | -52.8% | -31.9% |
| 1Y | +34.1% | +96.8% | -62.7% | -19.3% |
| 3Y | +917.3% | +201.4% | +715.9% | +363.0% |
| 5Y | +204.4% | +332.7% | -128.3% | +12.6% |
| All | +547.3% | +412.0% | +135.3% | +139.9% |
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