+578.9%
RKLB vs UPRO
+332.8%
+246.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +3.9% | +1.6% | +2.7% |
| 7D | +26.3% | -3.8% | +30.1% | +30.3% |
| 30D | +0.7% | -8.9% | +9.5% | +8.1% |
| 3M | -17.3% | -7.4% | -9.9% | -12.1% |
| 6M | -43.6% | +1.6% | -45.2% | -43.2% |
| YTD | -5.2% | +23.2% | -28.3% | -14.9% |
| 1Y | +29.1% | +21.2% | +7.8% | +18.1% |
| 3Y | +1,413.7% | +230.8% | +1,182.9% | +638.4% |
| 5Y | +364.9% | +106.7% | +258.2% | +169.9% |
| All | +578.9% | +332.8% | +246.1% | +178.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling