+557.5%
RKLB vs URI
+414.4%
+143.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.0% | -2.1% | -2.5% |
| 7D | +39.3% | +9.3% | +30.0% | +32.4% |
| 30D | -0.2% | +7.6% | -7.8% | -3.8% |
| 3M | -21.1% | +1.0% | -22.1% | -21.2% |
| 6M | -45.5% | +19.8% | -65.3% | -51.2% |
| YTD | -8.2% | +41.9% | -50.0% | -29.1% |
| 1Y | +28.2% | +33.4% | -5.2% | +3.7% |
| 3Y | +1,366.1% | +156.0% | +1,210.1% | +671.1% |
| 5Y | +345.9% | +209.5% | +136.3% | +91.6% |
| All | +557.5% | +414.4% | +143.2% | +167.6% |
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