+302.3%
RKLB vs UUUU
+88.5%
+213.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.3% | +4.6% | +0.7% |
| 7D | -2.9% | -5.0% | +2.1% | -1.0% |
| 30D | -22.6% | -7.8% | -14.8% | -20.6% |
| 3M | -41.0% | -0.4% | -40.6% | -40.8% |
| 6M | -10.1% | -32.9% | +22.8% | +2.8% |
| YTD | -11.2% | -6.3% | -4.9% | -11.5% |
| 1Y | +34.2% | +7.9% | +26.3% | +21.6% |
| 3Y | +899.4% | +85.2% | +814.2% | +557.2% |
| All | +302.3% | +88.5% | +213.8% | +140.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling