+576.0%
RKLB vs UNH
+31.6%
+544.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.9% | +1.6% | +2.3% |
| 7D | +5.3% | +1.1% | +4.2% | +5.1% |
| 30D | -20.5% | -1.5% | -18.9% | -20.3% |
| 3M | -42.0% | -0.8% | -41.2% | -42.1% |
| 6M | -6.0% | +41.8% | -47.9% | -12.3% |
| YTD | -5.6% | +23.1% | -28.6% | -10.7% |
| 1Y | +38.0% | +28.5% | +9.5% | +29.8% |
| 3Y | +962.4% | -11.8% | +974.2% | +942.4% |
| 5Y | +336.5% | +5.3% | +331.2% | +333.9% |
| All | +576.0% | +31.6% | +544.4% | +512.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UNH.
Daily Out/Under-Performance
Portfolio return minus UNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNH 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 UNH 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