+34.1%
RKLB vs CAT
+94.5%
-60.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.8% | -3.4% | -3.5% |
| 7D | 0.0% | +2.9% | -3.0% | -2.5% |
| 30D | -21.2% | -2.6% | -18.6% | -19.3% |
| 3M | -41.7% | -10.7% | -31.1% | -37.3% |
| 6M | -11.8% | +16.1% | -27.9% | -24.9% |
| YTD | -9.6% | +43.2% | -52.8% | -38.6% |
| 1Y | +34.1% | +96.8% | -62.7% | -17.4% |
| All | +34.1% | +94.5% | -60.4% | -17.4% |
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