+308.8%
RKLB vs ULTA
+44.7%
+264.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.1% | -0.5% | +0.5% |
| 7D | -2.0% | -3.1% | +1.0% | -0.5% |
| 30D | -22.4% | +2.8% | -25.2% | -24.0% |
| 3M | -45.2% | +14.8% | -59.9% | -49.9% |
| 6M | -12.5% | -16.2% | +3.7% | -5.3% |
| YTD | -9.8% | -9.6% | -0.1% | -6.6% |
| 1Y | +30.0% | +4.8% | +25.2% | +21.9% |
| 3Y | +942.2% | +30.7% | +911.5% | +687.7% |
| All | +308.8% | +44.7% | +264.1% | +198.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling