+30.0%
RKLB vs UBER
-24.2%
+54.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.8% | +2.1% |
| 7D | -2.0% | -5.4% | +3.4% | +0.2% |
| 30D | -22.4% | -4.9% | -17.6% | -21.2% |
| 3M | -45.2% | +3.0% | -48.2% | -47.7% |
| 6M | -12.5% | -4.4% | -8.1% | -12.4% |
| YTD | -9.8% | -12.3% | +2.5% | -4.6% |
| 1Y | +30.0% | -24.3% | +54.3% | +52.2% |
| All | +30.0% | -24.2% | +54.2% | +52.2% |
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