+30.0%
RKLB vs ULTA
+5.8%
+24.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.1% | -0.5% | +1.3% |
| 7D | -2.0% | -3.1% | +1.0% | -1.6% |
| 30D | -22.4% | +2.8% | -25.2% | -22.7% |
| 3M | -45.2% | +14.8% | -59.9% | -46.1% |
| 6M | -12.5% | -16.2% | +3.7% | -6.3% |
| YTD | -9.8% | -9.6% | -0.1% | -3.7% |
| 1Y | +30.0% | +4.8% | +25.2% | +42.3% |
| All | +30.0% | +5.8% | +24.2% | +42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ULTA.
Daily Out/Under-Performance
Portfolio return minus ULTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ULTA 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 1y: compounded portfolio wealth divided by compounded ULTA 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…
1y analysis · Full analysis span regression · 6 months rolling