+1,008.3%
RKLB vs CAVA
+33.0%
+975.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.5% | -1.9% | +0.3% |
| 7D | -2.0% | -8.0% | +6.0% | +1.1% |
| 30D | -22.4% | -19.6% | -2.9% | -16.1% |
| 3M | -45.2% | -36.7% | -8.5% | -35.7% |
| 6M | -12.5% | -30.6% | +18.1% | -1.7% |
| YTD | -9.8% | -4.8% | -5.0% | -12.2% |
| 1Y | +30.0% | -13.1% | +43.1% | +30.7% |
| 3Y | +942.2% | +48.8% | +893.4% | +919.3% |
| All | +1,008.3% | +33.0% | +975.2% | +1,055.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling