+559.5%
RKLB vs URA
+388.4%
+171.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.2% |
| 7D | -0.2% | +1.1% | -1.3% | -1.0% |
| 30D | -14.1% | +7.4% | -21.5% | -18.4% |
| 3M | -46.4% | -8.4% | -38.0% | -42.8% |
| 6M | -10.6% | -12.7% | +2.1% | -1.5% |
| YTD | -7.9% | +7.8% | -15.7% | -9.5% |
| 1Y | +49.5% | +19.5% | +30.0% | +40.0% |
| 3Y | +913.6% | +116.4% | +797.1% | +581.8% |
| 5Y | +375.3% | +134.3% | +241.0% | +197.9% |
| All | +559.5% | +388.4% | +171.1% | +279.2% |
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