+559.5%
RKLB vs UEC
+1,065.7%
-506.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.6% |
| 7D | -0.2% | -6.9% | +6.7% | +1.9% |
| 30D | -14.1% | +7.6% | -21.8% | -16.5% |
| 3M | -46.4% | -18.4% | -28.0% | -43.5% |
| 6M | -10.6% | -23.3% | +12.6% | -4.7% |
| YTD | -7.9% | -1.2% | -6.7% | -7.4% |
| 1Y | +49.5% | +2.3% | +47.2% | +48.4% |
| 3Y | +913.6% | +162.3% | +751.3% | +666.3% |
| 5Y | +375.3% | +287.2% | +88.0% | +228.3% |
| All | +559.5% | +1,065.7% | -506.2% | +356.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling