+942.2%
RKLB vs UUUU
+74.5%
+867.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.0% | +6.6% | +3.5% |
| 7D | -2.0% | -10.5% | +8.5% | +2.1% |
| 30D | -22.4% | -10.5% | -11.9% | -19.7% |
| 3M | -45.2% | -14.1% | -31.0% | -42.1% |
| 6M | -12.5% | -35.5% | +23.0% | +0.4% |
| YTD | -9.8% | -10.9% | +1.2% | -7.5% |
| 1Y | +30.0% | +3.4% | +26.6% | +22.3% |
| 3Y | +942.2% | +73.1% | +869.1% | +627.6% |
| All | +942.2% | +74.5% | +867.7% | +627.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling