+36.0%
RKLB vs UAL
+10.5%
+25.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.7% | -2.2% | -2.9% |
| 7D | +15.9% | -3.0% | +19.0% | +18.1% |
| 30D | +4.0% | +10.5% | -6.5% | -1.9% |
| 3M | -23.2% | -13.5% | -9.7% | -16.9% |
| 6M | -50.4% | +14.2% | -64.7% | -54.5% |
| YTD | -11.8% | -2.2% | -9.6% | -13.4% |
| 1Y | +36.0% | +12.5% | +23.5% | +23.7% |
| All | +36.0% | +10.5% | +25.5% | +23.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling