+231.5%
RKLB vs UMC
+134.9%
+96.7%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.5% | +0.8% | -0.6% |
| 7D | -2.9% | +11.4% | -14.3% | -8.0% |
| 30D | -22.6% | +16.8% | -39.3% | -28.7% |
| 3M | -41.0% | +19.1% | -60.1% | -48.4% |
| 6M | -10.1% | +137.4% | -147.6% | -46.5% |
| YTD | -11.2% | +186.4% | -197.6% | -55.1% |
| 1Y | +34.2% | +229.1% | -194.9% | -37.6% |
| 3Y | +899.4% | +257.9% | +641.5% | +319.1% |
| 5Y | +231.5% | +137.5% | +94.0% | +78.4% |
| All | +231.5% | +134.9% | +96.7% | +78.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UMC.
Daily Out/Under-Performance
Portfolio return minus UMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UMC 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 UMC 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