+231.5%
RKLB vs UBER
+78.6%
+152.9%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.1% | -3.8% | -2.9% |
| 7D | -2.9% | -4.5% | +1.6% | -0.6% |
| 30D | -22.6% | -7.6% | -14.9% | -19.7% |
| 3M | -41.0% | +5.8% | -46.8% | -44.0% |
| 6M | -10.1% | +0.3% | -10.4% | -12.2% |
| YTD | -11.2% | -11.2% | 0.0% | -7.5% |
| 1Y | +34.2% | -23.0% | +57.2% | +51.2% |
| 3Y | +899.4% | +53.6% | +845.8% | +628.7% |
| 5Y | +231.5% | +81.9% | +149.6% | +96.2% |
| All | +231.5% | +78.6% | +152.9% | +96.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling