+42.1%
RKT vs UEC
+156.3%
-114.2%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.0% | -4.8% | -2.1% |
| 7D | +6.0% | +2.6% | +3.4% | +5.7% |
| 30D | +0.7% | +5.6% | -4.9% | -0.1% |
| 3M | +11.8% | -5.7% | +17.5% | +11.7% |
| 6M | -7.6% | -8.0% | +0.4% | -7.7% |
| YTD | -28.7% | +1.8% | -30.5% | -28.6% |
| 1Y | -32.6% | +0.6% | -33.2% | -32.7% |
| 3Y | +42.1% | +155.2% | -113.1% | +30.9% |
| All | +42.1% | +156.3% | -114.2% | +30.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling