+1,321.0%
RKLB vs UBER
+36.2%
+1,284.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.8% | -4.8% | -4.3% |
| 7D | +15.9% | +1.6% | +14.3% | +15.2% |
| 30D | +4.0% | +0.6% | +3.4% | +3.4% |
| 3M | -23.2% | -8.2% | -15.0% | -20.8% |
| 6M | -50.4% | -6.7% | -43.7% | -50.1% |
| YTD | -11.8% | -14.7% | +2.9% | -7.0% |
| 1Y | +36.0% | -24.1% | +60.0% | +51.9% |
| 3Y | +1,321.0% | +33.4% | +1,287.6% | +1,156.8% |
| All | +1,321.0% | +36.2% | +1,284.8% | +1,156.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling