+962.4%
RKLB vs UEC
+156.3%
+806.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.0% | -0.5% | +1.3% |
| 7D | +5.3% | +2.6% | +2.7% | +4.2% |
| 30D | -20.5% | +5.6% | -26.1% | -23.1% |
| 3M | -42.0% | -5.7% | -36.3% | -41.4% |
| 6M | -6.0% | -8.0% | +2.0% | -4.8% |
| YTD | -5.6% | +1.8% | -7.4% | -6.5% |
| 1Y | +38.0% | +0.6% | +37.4% | +36.4% |
| 3Y | +962.4% | +155.2% | +807.3% | +657.6% |
| All | +962.4% | +156.3% | +806.2% | +657.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling