+576.0%
RKLB vs UAL
+153.4%
+422.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.8% | +5.3% | +3.9% |
| 7D | +5.3% | +3.5% | +1.9% | +3.5% |
| 30D | -20.5% | -16.5% | -4.0% | -13.5% |
| 3M | -42.0% | +2.8% | -44.8% | -43.4% |
| 6M | -6.0% | +17.6% | -23.6% | -14.3% |
| YTD | -5.6% | -3.2% | -2.4% | -6.3% |
| 1Y | +38.0% | +0.4% | +37.6% | +34.7% |
| 3Y | +962.4% | +128.2% | +834.3% | +594.2% |
| 5Y | +336.5% | +137.7% | +198.8% | +175.0% |
| All | +576.0% | +153.4% | +422.6% | +333.1% |
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