+543.6%
RKLB vs URA
+251.5%
+292.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.2% | +2.5% | +15.7% | +16.4% |
| 7D | +15.2% | +0.3% | +14.9% | +15.9% |
| 30D | -8.1% | -14.8% | +6.7% | +3.7% |
| 3M | -21.7% | -25.3% | +3.7% | -4.1% |
| 6M | -40.5% | -39.9% | -0.6% | -15.3% |
| YTD | -10.1% | -22.4% | +12.3% | +11.4% |
| 1Y | +20.8% | -29.0% | +49.8% | +59.4% |
| 3Y | +1,335.0% | +41.0% | +1,294.0% | +1,183.8% |
| 5Y | +329.8% | +38.3% | +291.5% | +256.9% |
| All | +543.6% | +251.5% | +292.1% | +366.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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