+578.9%
RKLB vs CAT
+278.6%
+300.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.9% | +2.6% | +3.2% |
| 7D | +26.3% | +1.7% | +24.6% | +25.3% |
| 30D | +0.7% | -24.6% | +25.2% | +25.6% |
| 3M | -17.3% | -28.5% | +11.2% | +7.5% |
| 6M | -43.6% | -34.8% | -8.8% | -21.9% |
| YTD | -5.2% | +5.9% | -11.1% | -9.5% |
| 1Y | +29.1% | +6.8% | +22.3% | +23.6% |
| 3Y | +1,413.7% | +161.1% | +1,252.6% | +694.5% |
| 5Y | +364.9% | +213.4% | +151.4% | +120.1% |
| All | +578.9% | +278.6% | +300.3% | +218.5% |
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