+81.3%
RKT vs UTHR
+166.1%
-84.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | -9.0% | +5.2% | -14.2% | -9.2% |
| 30D | +30.2% | +9.5% | +20.7% | +29.8% |
| 3M | -8.8% | +17.9% | -26.8% | -9.3% |
| 6M | -0.9% | +2.0% | -2.9% | -0.9% |
| YTD | -29.2% | +21.3% | -50.5% | -29.7% |
| 1Y | -20.1% | +27.9% | -47.9% | -20.8% |
| 3Y | +81.3% | +162.3% | -81.0% | +56.9% |
| All | +81.3% | +166.1% | -84.8% | +56.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR 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 UTHR 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