+330.6%
RKLB vs UEC
+21.1%
+309.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.1% | -1.9% | -3.2% |
| 7D | +15.9% | -3.8% | +19.7% | +17.6% |
| 30D | +4.0% | -13.5% | +17.5% | +10.4% |
| 3M | -23.2% | -40.5% | +17.3% | -7.1% |
| 6M | -50.4% | -56.7% | +6.2% | -33.0% |
| YTD | -11.8% | -43.0% | +31.2% | +8.8% |
| 1Y | +36.0% | -42.5% | +78.5% | +67.9% |
| 3Y | +1,321.0% | +11.6% | +1,309.5% | +1,184.0% |
| All | +330.6% | +21.1% | +309.5% | +182.9% |
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