-24.1%
RKT vs UEC
+547.6%
-571.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -5.9% | +0.9% | -4.1% |
| 7D | -7.5% | +4.9% | -12.4% | -8.3% |
| 30D | +26.6% | -17.5% | +44.1% | +30.0% |
| 3M | -2.4% | -40.1% | +37.7% | +5.2% |
| 6M | -7.4% | -56.1% | +48.8% | +4.1% |
| YTD | -29.2% | -41.8% | +12.6% | -24.5% |
| 1Y | -23.5% | -44.8% | +21.3% | -18.2% |
| 3Y | +73.9% | +20.6% | +53.4% | +50.9% |
| 5Y | -6.6% | +24.3% | -30.9% | -26.7% |
| All | -24.1% | +547.6% | -571.8% | -65.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling