-22.2%
RKT vs UEC
+999.0%
-1,021.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -1.2% |
| 7D | +2.1% | -6.9% | +9.0% | +3.3% |
| 30D | +1.4% | +7.6% | -6.2% | 0.0% |
| 3M | +6.3% | -18.4% | +24.7% | +8.8% |
| 6M | -15.5% | -23.3% | +7.8% | -13.3% |
| YTD | -27.4% | -1.2% | -26.2% | -28.6% |
| 1Y | -26.6% | +2.3% | -28.9% | -29.4% |
| 3Y | +41.2% | +162.3% | -121.0% | +6.9% |
| 5Y | -6.4% | +287.2% | -293.7% | -41.4% |
| All | -22.2% | +999.0% | -1,021.3% | -67.1% |
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 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