-22.2%
RKT vs UTHR
+330.4%
-352.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -1.1% |
| 7D | +2.1% | -5.4% | +7.5% | +2.4% |
| 30D | +1.4% | -6.0% | +7.5% | +1.8% |
| 3M | +6.3% | -11.0% | +17.2% | +6.9% |
| 6M | -15.5% | -0.5% | -14.9% | -15.5% |
| YTD | -27.4% | +0.1% | -27.4% | -27.6% |
| 1Y | -26.6% | +28.2% | -54.7% | -28.2% |
| 3Y | +41.2% | +113.8% | -72.6% | +30.0% |
| 5Y | -6.4% | +131.3% | -137.7% | -14.9% |
| All | -22.2% | +330.4% | -352.6% | -38.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling