-7.4%
RKLB vs UNP
+44.1%
-51.5%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.7% | -5.5% | -3.6% |
| 7D | -10.6% | +3.6% | -14.2% | -10.4% |
| 30D | -28.3% | +11.4% | -39.6% | -27.9% |
| 3M | -29.7% | +4.6% | -34.3% | -29.2% |
| 6M | -34.8% | +18.3% | -53.1% | -35.9% |
| YTD | -24.9% | +35.4% | -60.3% | -28.8% |
| 1Y | -7.4% | +42.6% | -50.0% | -23.0% |
| All | -7.4% | +44.1% | -51.5% | -23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UNP.
Daily Out/Under-Performance
Portfolio return minus UNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNP 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 UNP 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