+559.5%
RKLB vs CAT
+411.0%
+148.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | -0.6% |
| 7D | -0.2% | +1.7% | -1.9% | -1.5% |
| 30D | -14.1% | -6.6% | -7.6% | -9.6% |
| 3M | -46.4% | -13.3% | -33.1% | -40.7% |
| 6M | -10.6% | +11.6% | -22.3% | -18.2% |
| YTD | -7.9% | +42.9% | -50.8% | -30.5% |
| 1Y | +49.5% | +95.4% | -46.0% | -9.6% |
| 3Y | +913.6% | +196.6% | +717.0% | +365.5% |
| 5Y | +375.3% | +321.7% | +53.6% | +77.6% |
| All | +559.5% | +411.0% | +148.5% | +144.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling