+832.7%
RKLB vs USAR
+74.0%
+758.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.8% |
| 7D | -0.2% | -2.1% | +1.9% | +0.2% |
| 30D | -14.1% | +2.6% | -16.7% | -14.6% |
| 3M | -46.4% | -35.0% | -11.4% | -42.8% |
| 6M | -10.6% | -6.9% | -3.8% | -9.9% |
| YTD | -7.9% | +48.0% | -55.9% | -11.7% |
| 1Y | +49.5% | +24.8% | +24.7% | +46.8% |
| 3Y | +913.6% | +73.2% | +840.3% | +781.2% |
| All | +832.7% | +74.0% | +758.6% | +713.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling