+28.2%
RKLB vs CAT
+7.0%
+21.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.6% | -3.8% | -3.7% |
| 7D | +39.3% | +9.3% | +30.0% | +28.2% |
| 30D | -0.2% | -21.5% | +21.3% | +24.4% |
| 3M | -21.1% | -29.1% | +8.0% | +7.9% |
| 6M | -45.5% | -33.4% | -12.1% | -23.4% |
| YTD | -8.2% | +6.6% | -14.7% | -32.7% |
| 1Y | +28.2% | +6.5% | +21.7% | -9.5% |
| All | +28.2% | +7.0% | +21.2% | -9.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling