+559.5%
RKLB vs UTHR
+252.1%
+307.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.8% |
| 7D | -0.2% | -5.4% | +5.2% | +1.2% |
| 30D | -14.1% | -6.0% | -8.1% | -12.8% |
| 3M | -46.4% | -11.0% | -35.5% | -44.9% |
| 6M | -10.6% | -0.5% | -10.1% | -10.7% |
| YTD | -7.9% | +0.1% | -8.0% | -8.5% |
| 1Y | +49.5% | +28.2% | +21.3% | +39.4% |
| 3Y | +913.6% | +113.8% | +799.7% | +739.5% |
| 5Y | +375.3% | +131.3% | +244.0% | +283.6% |
| All | +559.5% | +252.1% | +307.4% | +425.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling