+546.0%
RKLB vs UEC
+955.6%
-409.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.2% | +6.8% | +3.1% |
| 7D | -2.0% | -9.4% | +7.4% | +0.8% |
| 30D | -22.4% | -8.0% | -14.4% | -21.1% |
| 3M | -45.2% | -1.7% | -43.5% | -44.9% |
| 6M | -12.5% | -26.1% | +13.6% | -5.3% |
| YTD | -9.8% | -10.5% | +0.8% | -6.7% |
| 1Y | +30.0% | -13.3% | +43.3% | +35.1% |
| 3Y | +942.2% | +116.4% | +825.9% | +727.8% |
| 5Y | +236.8% | +225.5% | +11.3% | +139.8% |
| All | +546.0% | +955.6% | -409.5% | +359.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 10y: compounded portfolio wealth divided by compounded UEC 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…
10y analysis · Full analysis span regression · 6 months rolling