-11.8%
RKLB vs CAVA
-27.5%
+15.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -6.0% | +1.8% | -2.7% |
| 7D | 0.0% | -8.5% | +8.5% | +2.3% |
| 30D | -21.2% | -8.2% | -13.0% | -20.0% |
| 3M | -41.7% | -25.9% | -15.8% | -37.6% |
| 6M | -11.8% | -30.9% | +19.2% | -4.6% |
| All | -11.8% | -27.5% | +15.7% | -4.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling