+343.2%
RKLB vs URI
+200.7%
+142.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | -0.3% |
| 7D | -0.2% | -2.0% | +1.8% | +1.0% |
| 30D | -14.1% | -12.9% | -1.2% | -6.2% |
| 3M | -46.4% | -6.7% | -39.7% | -44.4% |
| 6M | -10.6% | +19.0% | -29.6% | -23.5% |
| YTD | -7.9% | +25.5% | -33.4% | -25.9% |
| 1Y | +49.5% | +5.5% | +43.9% | +36.6% |
| 3Y | +913.6% | +111.3% | +802.3% | +438.6% |
| All | +343.2% | +200.7% | +142.5% | +66.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling