+0.8%
RKT vs UEC
+39.8%
-39.0%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.2% |
| 7D | -3.8% | +0.6% | -4.4% | -4.0% |
| 30D | +32.8% | -18.1% | +51.0% | +36.2% |
| 3M | +0.8% | -36.9% | +37.7% | +7.2% |
| 6M | -2.6% | -56.1% | +53.5% | +8.2% |
| YTD | -25.4% | -38.1% | +12.7% | -21.4% |
| 1Y | -19.1% | -41.7% | +22.6% | -14.5% |
| 3Y | +83.2% | +28.2% | +55.0% | +61.0% |
| 5Y | +0.8% | +31.7% | -30.9% | -19.1% |
| All | +0.8% | +39.8% | -39.0% | -19.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling