+29.1%
RKLB vs CAT
+6.7%
+22.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.9% | +2.6% | +2.7% |
| 7D | +26.3% | +1.7% | +24.6% | +24.8% |
| 30D | +0.7% | -24.6% | +25.2% | +30.2% |
| 3M | -17.3% | -28.5% | +11.2% | +12.1% |
| 6M | -43.6% | -34.8% | -8.8% | -19.2% |
| YTD | -5.2% | +5.9% | -11.1% | -29.8% |
| 1Y | +29.1% | +6.8% | +22.3% | -8.8% |
| All | +29.1% | +6.7% | +22.4% | -8.8% |
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 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