+547.3%
RKLB vs URA
+396.9%
+150.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.3% | -2.9% | -3.4% |
| 7D | 0.0% | +5.7% | -5.8% | -3.7% |
| 30D | -21.2% | +5.6% | -26.8% | -24.4% |
| 3M | -41.7% | +6.2% | -47.9% | -43.5% |
| 6M | -11.8% | -8.2% | -3.5% | -5.6% |
| YTD | -9.6% | +9.7% | -19.3% | -12.2% |
| 1Y | +34.1% | +17.0% | +17.1% | +26.9% |
| 3Y | +917.3% | +118.5% | +798.8% | +579.2% |
| 5Y | +204.4% | +134.3% | +70.1% | +90.0% |
| All | +547.3% | +396.9% | +150.4% | +268.1% |
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