+504.1%
RKLB vs URI
+408.5%
+95.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +6.9% | +4.0% | +6.8% |
| 7D | +13.0% | -4.0% | +17.1% | +16.4% |
| 30D | -13.7% | +6.8% | -20.5% | -16.4% |
| 3M | -28.9% | -2.8% | -26.1% | -27.4% |
| 6M | -44.2% | +20.9% | -65.1% | -50.3% |
| YTD | -15.6% | +40.2% | -55.9% | -34.4% |
| 1Y | +14.0% | +34.1% | -20.1% | -8.1% |
| 3Y | +1,275.2% | +164.1% | +1,111.1% | +609.4% |
| 5Y | +296.6% | +199.3% | +97.3% | +72.5% |
| All | +504.1% | +408.5% | +95.6% | +147.6% |
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