+576.0%
RKLB vs URI
+357.6%
+218.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.5% | +2.0% | +2.2% |
| 7D | +5.3% | +2.5% | +2.8% | +3.8% |
| 30D | -20.5% | -12.5% | -7.9% | -14.1% |
| 3M | -42.0% | -6.2% | -35.8% | -40.3% |
| 6M | -6.0% | +25.9% | -31.9% | -21.0% |
| YTD | -5.6% | +26.2% | -31.8% | -22.4% |
| 1Y | +38.0% | +5.5% | +32.5% | +27.5% |
| 3Y | +962.4% | +125.0% | +837.4% | +499.6% |
| 5Y | +336.5% | +210.4% | +126.1% | +94.6% |
| All | +576.0% | +357.6% | +218.4% | +193.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling