+296.6%
RKLB vs CAT
+202.4%
+94.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +7.2% | +3.7% | +4.8% |
| 7D | +13.0% | -2.4% | +15.4% | +16.1% |
| 30D | -13.7% | -25.0% | +11.3% | +10.0% |
| 3M | -28.9% | -28.7% | -0.2% | -5.6% |
| 6M | -44.2% | -33.0% | -11.2% | -22.6% |
| YTD | -15.6% | +5.4% | -21.1% | -20.3% |
| 1Y | +14.0% | +7.3% | +6.7% | +7.3% |
| 3Y | +1,275.2% | +166.0% | +1,109.2% | +550.6% |
| 5Y | +296.6% | +210.1% | +86.5% | +66.6% |
| All | +296.6% | +202.4% | +94.3% | +66.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling