+576.0%
RKLB vs UUUU
+657.5%
-81.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.0% | +1.5% | +2.2% |
| 7D | +5.3% | +2.8% | +2.5% | +4.4% |
| 30D | -20.5% | +3.4% | -23.9% | -21.7% |
| 3M | -42.0% | -3.9% | -38.2% | -41.2% |
| 6M | -6.0% | -23.2% | +17.1% | +0.7% |
| YTD | -5.6% | +0.6% | -6.1% | -6.9% |
| 1Y | +38.0% | +22.9% | +15.1% | +25.1% |
| 3Y | +962.4% | +98.6% | +863.8% | +682.5% |
| 5Y | +336.5% | +130.2% | +206.3% | +209.1% |
| All | +576.0% | +657.5% | -81.5% | +389.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling