+531.5%
RKLB vs UL
+24.6%
+506.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.1% | -5.0% | -3.9% |
| 7D | +15.9% | +1.1% | +14.8% | +16.0% |
| 30D | +4.0% | +4.5% | -0.5% | +3.8% |
| 3M | -23.2% | +6.5% | -29.7% | -23.4% |
| 6M | -50.4% | +18.2% | -68.6% | -51.1% |
| YTD | -11.8% | +4.7% | -16.5% | -12.1% |
| 1Y | +36.0% | +0.8% | +35.2% | +36.2% |
| 3Y | +1,321.0% | +35.9% | +1,285.1% | +1,209.4% |
| 5Y | +328.2% | +33.4% | +294.8% | +285.4% |
| All | +531.5% | +24.6% | +506.9% | +457.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 10y: compounded portfolio wealth divided by compounded UL 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…
10y analysis · Full analysis span regression · 6 months rolling