+444.6%
RKLB vs URA
+242.9%
+201.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +4.4% | +11.0% | +12.4% |
| 7D | -3.0% | -4.1% | +1.1% | +0.4% |
| 30D | -26.2% | -19.0% | -7.2% | -14.1% |
| 3M | -29.9% | -25.1% | -4.7% | -14.3% |
| 6M | -37.3% | -44.5% | +7.2% | -6.4% |
| YTD | -23.9% | -24.3% | +0.4% | -4.4% |
| 1Y | +7.0% | -28.1% | +35.1% | +40.3% |
| 3Y | +1,120.0% | +40.7% | +1,079.3% | +995.5% |
| 5Y | +242.2% | +35.5% | +206.7% | +188.0% |
| All | +444.6% | +242.9% | +201.7% | +300.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling