+916.8%
RKLB vs URI
+121.2%
+795.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | -0.2% |
| 7D | -0.2% | -2.0% | +1.8% | +0.9% |
| 30D | -14.1% | -12.9% | -1.2% | -7.1% |
| 3M | -46.4% | -6.7% | -39.7% | -44.6% |
| 6M | -10.6% | +19.0% | -29.6% | -21.8% |
| YTD | -7.9% | +25.5% | -33.4% | -24.2% |
| 1Y | +49.5% | +5.5% | +43.9% | +39.1% |
| All | +916.8% | +121.2% | +795.5% | +417.5% |
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