+1,321.0%
RKLB vs URI
+153.1%
+1,167.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.3% | -2.7% | -3.2% |
| 7D | +15.9% | +6.7% | +9.2% | +11.8% |
| 30D | +4.0% | +8.9% | -4.9% | -0.3% |
| 3M | -23.2% | +0.5% | -23.7% | -23.0% |
| 6M | -50.4% | +20.7% | -71.1% | -55.4% |
| YTD | -11.8% | +40.0% | -51.8% | -30.9% |
| 1Y | +36.0% | +34.4% | +1.6% | +10.4% |
| 3Y | +1,321.0% | +149.5% | +1,171.5% | +762.3% |
| All | +1,321.0% | +153.1% | +1,167.9% | +762.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling