-29.9%
RKLB vs URI
-9.4%
-20.5%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +1.1% | +14.3% | +14.3% |
| 7D | -3.0% | -9.8% | +6.8% | +6.3% |
| 30D | -26.2% | +1.7% | -28.0% | -25.2% |
| 3M | -29.9% | -9.1% | -20.8% | -23.3% |
| All | -29.9% | -9.4% | -20.5% | -23.3% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling