+36.0%
RKLB vs UEC
-45.1%
+81.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.1% | -1.9% | -2.6% |
| 7D | +15.9% | -3.8% | +19.7% | +18.4% |
| 30D | +4.0% | -13.5% | +17.5% | +14.1% |
| 3M | -23.2% | -40.5% | +17.3% | +3.8% |
| 6M | -50.4% | -56.7% | +6.2% | -19.5% |
| YTD | -11.8% | -43.0% | +31.2% | +12.9% |
| 1Y | +36.0% | -42.5% | +78.5% | +74.8% |
| All | +36.0% | -45.1% | +81.1% | +74.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling