+336.5%
RKLB vs UPRO
+136.1%
+200.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.7% | +4.2% | +3.7% |
| 7D | +5.3% | +1.5% | +3.9% | +4.1% |
| 30D | -20.5% | -3.7% | -16.8% | -18.4% |
| 3M | -42.0% | +8.0% | -50.0% | -44.8% |
| 6M | -6.0% | +38.7% | -44.7% | -23.2% |
| YTD | -5.6% | +29.5% | -35.1% | -19.2% |
| 1Y | +38.0% | +46.1% | -8.1% | +10.5% |
| 3Y | +962.4% | +229.1% | +733.3% | +404.7% |
| 5Y | +336.5% | +136.0% | +200.5% | +131.6% |
| All | +336.5% | +136.1% | +200.4% | +131.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling