+535.9%
RKLB vs UPRO
+340.6%
+195.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.8% | +0.1% | -0.5% |
| 7D | -2.9% | -6.0% | +3.1% | +1.4% |
| 30D | -22.6% | -5.8% | -16.8% | -19.3% |
| 3M | -41.0% | +10.8% | -51.8% | -44.7% |
| 6M | -10.1% | +31.6% | -41.7% | -23.5% |
| YTD | -11.2% | +25.4% | -36.6% | -22.0% |
| 1Y | +34.2% | +39.2% | -5.0% | +11.6% |
| 3Y | +899.4% | +218.5% | +680.8% | +392.5% |
| 5Y | +231.5% | +137.1% | +94.5% | +79.7% |
| All | +535.9% | +340.6% | +195.3% | +155.3% |
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