+578.9%
RKLB vs UAL
+177.1%
+401.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.8% | +7.3% | +6.4% |
| 7D | +26.3% | +2.3% | +24.1% | +25.5% |
| 30D | +0.7% | +13.3% | -12.7% | -5.3% |
| 3M | -17.3% | -6.3% | -11.0% | -14.8% |
| 6M | -43.6% | +22.5% | -66.1% | -49.3% |
| YTD | -5.2% | +5.9% | -11.0% | -9.8% |
| 1Y | +29.1% | +24.7% | +4.4% | +13.7% |
| 3Y | +1,413.7% | +211.6% | +1,202.1% | +766.1% |
| 5Y | +364.9% | +130.6% | +234.3% | +185.5% |
| All | +578.9% | +177.1% | +401.7% | +316.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 10y: compounded portfolio wealth divided by compounded UAL 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…
10y analysis · Full analysis span regression · 6 months rolling