+49.5%
RKLB vs UUUU
+27.9%
+21.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.3% |
| 7D | -0.2% | -1.4% | +1.2% | +0.4% |
| 30D | -14.1% | +16.3% | -30.4% | -20.5% |
| 3M | -46.4% | -16.7% | -29.7% | -42.8% |
| 6M | -10.6% | -33.7% | +23.0% | +1.4% |
| YTD | -7.9% | -0.5% | -7.4% | -9.2% |
| 1Y | +49.5% | +28.9% | +20.6% | +38.9% |
| All | +49.5% | +27.9% | +21.5% | +38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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