+34.1%
RKLB vs USAR
+25.8%
+8.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.4% | -0.9% | -2.9% |
| 7D | 0.0% | -4.4% | +4.4% | +1.8% |
| 30D | -21.2% | -10.4% | -10.8% | -18.3% |
| 3M | -41.7% | -18.4% | -23.4% | -37.2% |
| 6M | -11.8% | -8.8% | -2.9% | -11.2% |
| YTD | -9.6% | +43.4% | -53.0% | -23.7% |
| 1Y | +34.1% | +21.0% | +13.1% | +14.2% |
| All | +34.1% | +25.8% | +8.3% | +14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 1y: compounded portfolio wealth divided by compounded USAR 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…
1y analysis · Full analysis span regression · 6 months rolling