+296.6%
RKLB vs RCAT
+71.1%
+225.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +11.4% | -0.5% | +8.1% |
| 7D | +13.0% | +1.1% | +11.9% | +12.9% |
| 30D | -13.7% | -22.0% | +8.3% | -8.3% |
| 3M | -28.9% | -51.1% | +22.2% | -16.2% |
| 6M | -44.2% | -56.6% | +12.4% | -33.0% |
| YTD | -15.6% | -43.3% | +27.6% | -4.9% |
| 1Y | +14.0% | -51.5% | +65.5% | +32.4% |
| 3Y | +1,275.2% | +411.4% | +863.9% | +1,023.2% |
| 5Y | +296.6% | +74.4% | +222.2% | +285.8% |
| All | +296.6% | +71.1% | +225.5% | +285.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling