+557.5%
RKLB vs UPRO
+328.3%
+229.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.0% | -2.1% | -2.4% |
| 7D | +39.3% | +9.7% | +29.6% | +30.9% |
| 30D | -0.2% | -9.8% | +9.5% | +7.9% |
| 3M | -21.1% | -9.1% | -12.0% | -15.0% |
| 6M | -45.5% | +0.9% | -46.4% | -44.8% |
| YTD | -8.2% | +21.9% | -30.0% | -17.0% |
| 1Y | +28.2% | +19.8% | +8.4% | +18.3% |
| 3Y | +1,366.1% | +227.4% | +1,138.8% | +620.7% |
| 5Y | +345.9% | +100.1% | +245.8% | +163.1% |
| All | +557.5% | +328.3% | +229.2% | +171.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UPRO.
Daily Out/Under-Performance
Portfolio return minus UPRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPRO 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 UPRO 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