+1,379.7%
RKLB vs UTHR
+167.1%
+1,212.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.4% | -2.7% | -3.0% |
| 7D | +39.3% | +4.9% | +34.4% | +37.4% |
| 30D | -0.2% | +9.2% | -9.4% | -2.5% |
| 3M | -21.1% | +15.9% | -37.0% | -24.6% |
| 6M | -45.5% | +2.0% | -47.5% | -45.9% |
| YTD | -8.2% | +21.8% | -29.9% | -14.2% |
| 1Y | +28.2% | +28.6% | -0.3% | +17.7% |
| All | +1,379.7% | +167.1% | +1,212.6% | +1,067.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR 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 UTHR 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