+535.9%
RKLB vs RCAT
+1,022.2%
-486.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.1% | -1.7% |
| 7D | -2.9% | -5.4% | +2.5% | -2.2% |
| 30D | -22.6% | -24.2% | +1.6% | -19.9% |
| 3M | -41.0% | -25.8% | -15.2% | -38.6% |
| 6M | -10.1% | -44.9% | +34.8% | -4.2% |
| YTD | -11.2% | +1.9% | -13.1% | -11.4% |
| 1Y | +34.2% | -5.2% | +39.4% | +34.8% |
| 3Y | +899.4% | +759.6% | +139.8% | +783.0% |
| 5Y | +231.5% | +187.5% | +44.0% | +198.6% |
| All | +535.9% | +1,022.2% | -486.3% | +480.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 10y: compounded portfolio wealth divided by compounded RCAT 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…
10y analysis · Full analysis span regression · 6 months rolling