+942.2%
RKLB vs ULTA
+31.2%
+911.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.1% | -0.5% | +0.8% |
| 7D | -2.0% | -3.1% | +1.0% | -0.8% |
| 30D | -22.4% | +2.8% | -25.2% | -23.6% |
| 3M | -45.2% | +14.8% | -59.9% | -48.8% |
| 6M | -12.5% | -16.2% | +3.7% | -6.0% |
| YTD | -9.8% | -9.6% | -0.1% | -6.4% |
| 1Y | +30.0% | +4.8% | +25.2% | +24.5% |
| 3Y | +942.2% | +30.7% | +911.5% | +601.6% |
| All | +942.2% | +31.2% | +911.0% | +601.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling