+543.6%
RKLB vs CAT
+267.9%
+275.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -2.4% | +8.9% | +8.4% |
| 7D | +15.2% | -6.3% | +21.5% | +21.7% |
| 30D | -8.1% | -26.8% | +18.7% | +17.4% |
| 3M | -21.7% | -30.0% | +8.4% | +3.6% |
| 6M | -40.5% | -34.6% | -6.0% | -17.7% |
| YTD | -10.1% | +2.9% | -13.0% | -12.3% |
| 1Y | +20.8% | +3.3% | +17.6% | +18.7% |
| 3Y | +1,335.0% | +153.7% | +1,181.3% | +669.9% |
| 5Y | +329.8% | +207.3% | +122.5% | +107.5% |
| All | +543.6% | +267.9% | +275.7% | +208.7% |
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