+49.5%
RKLB vs CAVA
-7.9%
+57.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.2% | +1.2% |
| 7D | -0.2% | -9.2% | +9.0% | +3.3% |
| 30D | -14.1% | -8.2% | -5.9% | -12.1% |
| 3M | -46.4% | -15.3% | -31.1% | -44.3% |
| 6M | -10.6% | -23.6% | +13.0% | -3.1% |
| YTD | -7.9% | +3.5% | -11.4% | -16.9% |
| 1Y | +49.5% | -7.9% | +57.4% | +42.5% |
| All | +49.5% | -7.9% | +57.4% | +42.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CAVA.
Daily Out/Under-Performance
Portfolio return minus CAVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAVA 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 CAVA 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