+559.5%
RKLB vs URI
+355.2%
+204.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -6.9% |
| 3M | -46.4% | -6.7% | -39.7% | -44.6% |
| 6M | -10.6% | +19.0% | -29.6% | -22.2% |
| YTD | -7.9% | +25.5% | -33.4% | -24.0% |
| 1Y | +49.5% | +5.5% | +43.9% | +38.1% |
| 3Y | +913.6% | +111.3% | +802.3% | +492.8% |
| 5Y | +375.3% | +198.6% | +176.7% | +113.7% |
| All | +559.5% | +355.2% | +204.3% | +186.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling