-7.4%
RKLB vs UBER
-24.0%
+16.6%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +4.9% | -8.7% | -5.3% |
| 7D | -10.6% | +7.0% | -17.7% | -12.7% |
| 30D | -28.3% | +0.6% | -28.8% | -28.5% |
| 3M | -29.7% | -2.9% | -26.7% | -29.9% |
| 6M | -34.8% | -5.5% | -29.3% | -35.0% |
| YTD | -24.9% | -14.5% | -10.4% | -19.4% |
| 1Y | -7.4% | -26.2% | +18.8% | +12.7% |
| All | -7.4% | -24.0% | +16.6% | +12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UBER.
Daily Out/Under-Performance
Portfolio return minus UBER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UBER 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 1y: compounded portfolio wealth divided by compounded UBER 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…
1y analysis · Full analysis span regression · 6 months rolling