+1,246.9%
RKLB vs USAR
-14.5%
+1,261.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +6.5% | +4.4% | +9.7% |
| 7D | +13.0% | -1.1% | +14.1% | +13.6% |
| 30D | -13.7% | -30.3% | +16.5% | -7.8% |
| 3M | -28.9% | -54.7% | +25.7% | -18.3% |
| 6M | -44.2% | -67.5% | +23.3% | -32.9% |
| YTD | -15.6% | -26.4% | +10.8% | -8.2% |
| 1Y | +14.0% | -49.5% | +63.5% | +27.9% |
| All | +1,246.9% | -14.5% | +1,261.4% | +1,146.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling