+231.5%
RKLB vs UEC
+273.6%
-42.0%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.0% | +3.2% | +0.1% |
| 7D | -2.9% | -4.3% | +1.4% | -1.3% |
| 30D | -22.6% | -3.8% | -18.7% | -22.1% |
| 3M | -41.0% | +17.0% | -58.0% | -44.2% |
| 6M | -10.1% | -23.9% | +13.8% | -2.3% |
| YTD | -11.2% | -5.7% | -5.5% | -9.7% |
| 1Y | +34.2% | -12.5% | +46.7% | +38.6% |
| 3Y | +899.4% | +136.5% | +762.9% | +597.9% |
| 5Y | +231.5% | +243.3% | -11.8% | +83.7% |
| All | +231.5% | +273.6% | -42.0% | +83.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling