+990.8%
RKLB vs CAVA
+28.6%
+962.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.4% | +2.7% | -0.1% |
| 7D | -2.9% | -12.4% | +9.5% | +2.1% |
| 30D | -22.6% | -11.2% | -11.4% | -19.7% |
| 3M | -41.0% | -33.8% | -7.2% | -32.1% |
| 6M | -10.1% | -32.5% | +22.4% | +2.1% |
| YTD | -11.2% | -8.0% | -3.2% | -12.4% |
| 1Y | +34.2% | -17.1% | +51.3% | +37.4% |
| 3Y | +899.4% | +37.8% | +861.5% | +897.3% |
| All | +990.8% | +28.6% | +962.3% | +1,052.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling