+543.6%
RKLB vs RCAT
+484.7%
+58.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -6.4% | +13.0% | +7.4% |
| 7D | +15.2% | -5.6% | +20.8% | +16.1% |
| 30D | -8.1% | -27.0% | +19.0% | -4.1% |
| 3M | -21.7% | -57.9% | +36.2% | -12.6% |
| 6M | -40.5% | -59.4% | +18.9% | -33.6% |
| YTD | -10.1% | -46.9% | +36.8% | -2.5% |
| 1Y | +20.8% | -54.0% | +74.9% | +33.0% |
| 3Y | +1,335.0% | +378.4% | +956.6% | +1,275.9% |
| 5Y | +329.8% | +61.9% | +267.9% | +321.3% |
| All | +543.6% | +484.7% | +58.9% | +539.1% |
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