+255.2%
RKLB vs URI
+166.6%
+88.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +1.1% | +14.3% | +14.7% |
| 7D | -3.0% | -9.8% | +6.8% | +4.1% |
| 30D | -26.2% | +1.7% | -28.0% | -26.6% |
| 3M | -29.9% | -9.1% | -20.8% | -25.1% |
| 6M | -37.3% | +9.9% | -47.2% | -41.5% |
| YTD | -23.9% | +31.2% | -55.1% | -40.3% |
| 1Y | +7.0% | +25.9% | -19.0% | -12.8% |
| 3Y | +1,120.0% | +147.4% | +972.6% | +476.1% |
| All | +255.2% | +166.6% | +88.7% | +25.7% |
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