-10.4%
RKT vs UEC
-46.3%
+35.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -4.9% | +13.6% | +9.8% |
| 7D | +29.7% | -13.8% | +43.5% | +34.1% |
| 30D | +28.5% | -23.1% | +51.6% | +36.1% |
| 3M | +6.4% | -31.5% | +37.9% | +15.6% |
| 6M | +7.1% | -51.5% | +58.6% | +25.0% |
| YTD | -22.5% | -38.4% | +16.0% | -14.7% |
| 1Y | -10.4% | -44.7% | +34.3% | 0.0% |
| All | -10.4% | -46.3% | +35.9% | 0.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 UEC 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