-7.4%
RKLB vs URI
+33.3%
-40.7%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -4.4% | +0.6% | -2.1% |
| 7D | -10.6% | -4.3% | -6.3% | -9.0% |
| 30D | -28.3% | +4.6% | -32.9% | -29.3% |
| 3M | -29.7% | -2.1% | -27.6% | -29.2% |
| 6M | -34.8% | +21.9% | -56.7% | -38.6% |
| YTD | -24.9% | +39.7% | -64.6% | -42.9% |
| 1Y | -7.4% | +32.9% | -40.3% | -23.1% |
| All | -7.4% | +33.3% | -40.7% | -23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 1y: compounded portfolio wealth divided by compounded URI 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…
1y analysis · Full analysis span regression · 6 months rolling